Strategist's Corner
Strategist's Corner
When Competition Returns
October 19, 2026
Internet 2.0 helped buffer against competition — is Internet 3.0 doing the opposite? What might that shift mean for investors?
Strategist's Corner
4 min
Who Owns the Technology Harness?
October 5, 2026
An AI model is like a car engine — without the chassis, brakes, transmission, and seatbelts, it likely won’t get you where you need to go.
Strategist's Corner
5 min
Who Owns the Outcome? AI and the New Economics of Software
September 9, 2026
AI-enabled software is becoming ubiquitous, but can AI guarantee reliable outcomes? Investors may find opportunity beyond the screen.
