Where the firm thinks out loud.

Technology averages. Leadership decides. Perspective differentiates.

Most of what gets published about AI and enterprise transformation is either vendor content, analyst speculation, or thought-leadership designed to sell something else. We write a different way. The pieces below come from inside the work — not from the seminar circuit, not from the press release pipeline. They’re the perspective of an operator who has made the calls, not a commentator describing them.

The goal is signal, not noise. Editorial, not promotional. Sharp where sharp is earned. Honest about what we don’t know. Useful to the kind of leader who reads carefully and has limited time.

The questions in front of us right now.

A snapshot of the themes the firm is currently writing, thinking, and speaking about. Each of these is an open question, not a settled answer — the writing is part of how we work through them.

• Where judgment lives. As more of the decision surface gets delegated to intelligent systems, which decisions still require human judgment — and how do organizations preserve the people who can make them? Read our thinking →
• Pricing at zero marginal cost. What happens to consulting, software, content, and creative work when the marginal cost of producing them approaches zero? What are leaders pricing instead?
• The model underneath. Most AI transformation work happens at the surface of the business. What changes when you push it down to the operating model, the org chart, the way work itself is structured? Read our thinking →
• Running an agentic business. When meaningful parts of the company are run by agents rather than people, what does the leadership job become? What survives, what gets rebuilt, what gets retired? Read our thinking →