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Most Recent Insights
Article
August 27, 2026
We explore where China’s approach has been successful, where difficult tradeoffs emerge, and which elements can be adopted by other countries.
Article
August 27, 2026
The future isn't Earth or space. It's knowing which AI workloads belong where. Space-based data centers won't win on cost—but they don't have to.
Article
August 27, 2026
AI is simultaneously creating new vulnerabilities, enabling new threats, and powering new cybersecurity tools.
Article
August 26, 2026
AI changes the basis of competition, but operating model is the real differentiator. Value streams are the practical mechanism for building a new one.
Update
August 26, 2026
Shale production is fast approaching its peak. As decline looms, AI can help reshape operating cost structures, particularly in lease operating expenses (LOEs) and areas affected by aging assets.
Article
August 26, 2026
A seismic shift in consumer behavior is underway. Five consumer-led themes reveal where demand is heading and where the next wave of growth will emerge.
Article
August 26, 2026
Britain's electricity costs, not gas, drive high energy bills. Without reform, households face rising costs by 2035 – but smarter demand growth could reverse the spiral.
Interview
August 25, 2026
With boards now asking what AI can return, CFOs have to fund the transformation, prove value early, and reinvent finance at the same time.
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