- 20 October 2026
Target operating model: what it is, what goes in one, and where agents now fit
A target operating model describes how a business will run once a change is complete: its processes, organization, locations, information, suppliers and management system. What goes in one, why so many stay on slides, and what a target operating model now has to say about the work agents will do. - 29 September 2026
AI in private equity: where the value is in portfolio operations
The deals in today's funds need 10 to 12 percent annual EBITDA growth to return what 5 percent used to. AI in private equity is being asked to find that growth, and the evidence now says where in a portfolio company it pays. - 11 May 2026
Where this goes next: the system of action
Systems of record are not going anywhere. What changes is the layer above them: the system of action that reads, acts, writes, and stays accountable for the result. - 9 May 2026
The state of enterprise AI in 2026: a map
Five delivery models are bidding for enterprise AI budgets in 2026: Big-4 transformation, AI boutiques, SaaS copilots, in-house teams, and AI roll-ups. None serves the largest segment. - 7 May 2026
SaaS is dead: long live services-as-software
Two trillion dollars came off software stocks, the steepest non-recession drawdown in decades. The repricing names what comes after SaaS: services-as-software, where the customer buys the outcome and AI delivers it.