From dashboards to decision systems
Why the next frontier in analytics is not more reporting but better decisions�supported by integrated data, explicit decision logic and continuous performance feedback.
Read articleRelated macro
Technology, software and artificial intelligence
Build durable technology value as AI reshapes software economics, product architecture and the boundaries between models, platforms and applications.
Discover the macroEditorial overview
Articles
Designing the next business model before the current one plateaus
How companies can identify new value pools and build business models that combine differentiated customer value with scalable economics.
Read articleFocus
Private capital is becoming more selective as liquidity remains harder to manufacture
Longer holds, constrained exits and tougher fundraising are shifting attention from deployment volume toward realized value and distributions.
AI is changing how platforms mediate discovery, transactions and competition
Marketplaces now face both tighter regulation and a new generation of AI intermediaries capable of reshaping how users reach digital services.
Strategic challenges
Can governments scale AI without scaling public-sector risk with it?
The challenge is moving beyond pilots while strengthening data governance, procurement, transparency and evidence that technology actually improves services.
Can power systems expand fast enough for the age of electricity?
The challenge is coordinating generation, networks, storage and flexible demand while connection queues already exceed available grid capacity.
POV
Semiconductor sovereignty cannot be bought simply by building more fabs
Real autonomy requires an ecosystem across design, equipment, materials, manufacturing and packaging, not isolated domestic capacity.
Private markets cannot treat liquidity as somebody else's problem forever
As hold periods extend, the ability to manufacture credible exits becomes as important as the ability to originate deals.
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.
Volatile food markets reward supply flexibility more than perfect forecasting
Multiple sourcing paths and responsive pricing become more valuable when category-specific shocks disrupt otherwise stable global supply.
What we observe
Professional firms often use AI to protect margins without changing the billing model
Clients eventually notice when the same output requires fewer hours, making internal productivity gains difficult to keep entirely inside the firm.
Banks often treat AI as a productivity program when it is becoming market infrastructure
As automated decisions spread across trading and credit, shared models and technology dependencies can create risks beyond individual firms.