What we saw
before the market did.

The research that precedes the opinion. Published, not posted.

1. 22 May 2026Market InsightThe One-Person Company Is No Longer a Prediction.$401M, two employees, 16.2% margin: the AI-over-headcount thesis stopped being a forecast and became a receipt.8 min →
2. 21 Mar 2026POVWhat Market Interception Actually Means — and What It Doesn’t.Not first-mover advantage — the discipline of structuring a position before the market has language for it, and the three tests it must pass.14 min →
3. 08 Mar 2026White PaperBrand BOS: Why Agency Deliverables Stop Working at $20M Revenue.Past $20M, artefacts fail — brands need an operating system: governance, a writing harness, a content intelligence pipeline.9 min →
4. 24 Feb 2026ResearchThe Pilot Is Over. What AI in Production Actually Looks Like.The budget for novelty is gone. What survives twelve months in: narrow vertical agents, retrieval grounding, a structured data layer.11 min →