Planning for uncertainty with simulation and optimization
How companies can move beyond point forecasts by combining scenarios, predictive models and optimization to improve decisions under volatile conditions.
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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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The strategic cost of dependency
Why concentrated exposure to critical technologies, materials and infrastructure is becoming a board-level issue across industries.
Read articleFocus
AI is forcing software companies to question the economics of software itself
Agents can automate work previously performed inside applications, putting pressure on user-based pricing and established SaaS product boundaries.
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.
Strategic challenges
What still justifies the distributor margin when information becomes transparent?
The challenge is proving value through availability, technical expertise and service rather than relying on product access alone.
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
Healthcare cannot hire its way out of every capacity problem
Persistent workforce scarcity makes operating-model redesign a clinical necessity, not merely an efficiency agenda.
A distributor that only moves boxes is increasingly easy to bypass
The durable role sits in solving availability, complexity and service problems that manufacturers and digital channels handle poorly.
Strategic impact
Autonomy could change the utilization economics of transportation assets
Higher operating hours and algorithmic dispatch may reshape fleet productivity where technology and regulation permit scaled deployment.
AI is shifting semiconductor investment from capacity toward system capability
Competitive advantage increasingly spans accelerators, memory, packaging, interconnects and ecosystem partnerships rather than wafer volume alone.
What we observe
Data-center developers often secure land before securing a credible power pathway
Sites can remain commercially stranded when grid capacity, interconnection timelines and local infrastructure fail to support planned density.
Manufacturers often automate equipment before redesigning the production system
Advanced technology adds limited leverage when bottlenecks, legacy workflows and disconnected plant architectures remain untouched.