From AI pilots to enterprise performance
What separates companies that scale AI from those that accumulate experiments�and how operating models, economics and governance determine whether adoption creates measurable value.
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Oil and gas
Protect portfolio value and strategic flexibility as energy security, volatile markets and long-term transition reshape oil and gas economics.
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Infrastructure strategy becomes enterprise strategy
How infrastructure capacity, asset lifecycle choices and delivery ecosystems increasingly shape growth, resilience and competitive advantage.
Read articleFocus
AI is beginning to attack the economics of the professional-services hour
Clients are using AI internally while questioning fees for work that machines increasingly perform faster and more cheaply.
Food economics remain unusually exposed to weather, energy and logistics shocks
Commodity supply may look broadly adequate while individual categories face sharp volatility from climate, fertilizer and transport disruption.
Strategic challenges
How long can private markets grow while liquidity remains structurally constrained?
The challenge is balancing deployment, exits and investor distributions when traditional realization routes remain uneven.
When does autonomous mobility become cheaper than human-operated transport?
The challenge is moving from technical capability to fleet economics that remain viable after vehicles, supervision, maintenance and infrastructure are counted.
POV
The revenge-travel era was never going to be a permanent business model
As demand normalizes, travel businesses must compete again on experience economics rather than assume customers will absorb every price increase.
The next data-center shortage may be measured in megawatts, not buildings
Compute demand can grow faster than electricity infrastructure, making power access the defining competitive asset of the sector.
Strategic impact
Route optionality is becoming a measurable source of logistics resilience
Networks with credible alternatives can respond faster when ports, corridors or geopolitical conditions remove established flows.
Digital public infrastructure can make services less dependent on institutional boundaries
Interoperable data, identity and AI can enable services organized around citizen needs rather than fragmented agency structures.
What we observe
Agritech programs often underestimate how difficult adoption is at farm level
Technology can perform technically while failing commercially because margins, connectivity, skills and seasonal realities remain unforgiving.
Chip strategies often treat geographic diversification as if every fab were equivalent
Leading-edge capability depends on equipment, talent, packaging and supplier ecosystems that cannot be replicated by capital expenditure alone.