AI
Research brief
Research brief
Why flexibility, not capacity, will shape the next investment cycle
Aug 25, 20268 min readNew EU rules for AI content, chatbots and deepfakes from August 2026
Aug 14, 202612 min read Research brief

Research brief
Europe’s retail AI shift: from digital channels to agentic commerce
Jul 30, 20268 min read Research brief
Research brief
The new capacity race: AI, geopolitics, and operating discipline
Jul 21, 202610 min read Research brief

Research brief
From models to megawatts: AI’s energy infrastructure constraint
Jun 11, 20268 min read Research brief
Research brief
The $1.23 trillion recalibration: why the next decade of app growth is structural, not tactical
Jun 9, 20268 min read
Trust infrastructure: why verification is becoming the core layer of the internet
May 28, 20269 min read Research brief

Research brief
From automation to orchestration: the global shift to agentic enterprises
May 21, 20269 min read Research brief

Research brief
The death of the demo: why 2026 is the year robotics winners sell proof, not promise
May 19, 20264 min read
AI is breaking cybersecurity: why prevention no longer works
May 14, 20267 min read Research brief

Research brief
Pharma’s platform shift: how AI and capital are redefining global control
May 13, 20265 min readWhy AI-generated apps break in production and how engineering teams prevent it
Apr 14, 20265 min readSchedule a consultation with our team
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