Articles

The SaaS Crash Isn’t About AI Replacing Software. It’s About Software Finally Being Asked to Prove It Worked.

In the first quarter of 2026, something happened to enterprise software stocks that had never happened before: the forward earnings multiple on the average listed software company fell below...

The $725 Billion Question Big Tech Doesn’t Want Boards Asking: How Long Does a GPU Actually Live?

Every CEO who has ever sat through a capital allocation review knows the quiet power of a single...

Return-to-Office Was Never a Culture Policy. It’s a Leverage Test, and the Results Are In

Every return-to-office mandate issued since 2023 has come wrapped in the same language: rebuilding culture, sharpening collaboration, restoring...

SpaceX’s $1.77 Trillion IPO Wasn’t a Democratization of Ownership. It Was the Final Markup Before the Correction.

On June 12, 2026, SpaceX priced its initial public offering at $135 a share, valuing the company at...

Shadow AI Was the Warning. The Real Risk Is a Workforce of Agents No One Supervises

Every CISO has a version of the same story by now: someone in finance pasted a draft term...
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The AI Spending Illusion: Why Capex Is No Longer Proof of Advantage

In the same fortnight this year, two sets of earnings calls told opposite stories about artificial intelligence. Microsoft, Meta, Amazon and Alphabet told investors...

The Next AI Moat Isn’t Silicon. It’s the Power Grid.

In September 2024, Constellation Energy announced it would reopen a reactor at Three Mile Island, the Pennsylvania site synonymous with America's worst commercial nuclear...

Establishing a Robust Data Culture: An Executive Priority

During the year 2023, the business environment encountered a multitude of unanticipated obstacles. While businesses competed to incorporate innovative technologies like generative AI into...

The Power of Effective Leadership: How a CEO Transforms Organizations

In the dynamic landscape of modern business, the role of a Chief Executive Officer (CEO) extends far beyond traditional managerial duties. A dynamic and...

Industrialist Kumar Mangalam Birla receives Padma Bhushan

Industrialist Kumar Mangalam Birla was presented with India's third highest civilian award, the Padma Bhushan, by President Droupadi Murmu. This honor was bestowed upon...

Hurun rich list: 41 Indian billionaires ‘lost over $1 bn’ in 2022; chief researcher explains why

According to a survey conducted by Hurun, more than forty billionaires in India have suffered annual losses of more than one billion dollars, in...
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