Future Outlook

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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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 sheet into a public chatbot to...

The Entry-Level Freeze Isn’t a Cost Cut. It’s a Bet Against Your Own Bench.

Somewhere between the Q1 earnings call and the Davos panel, most chief executives are now saying two things that don't fit together. The first...

The GCC Boom Isn’t a Talent Story. It’s an Unresolved Fight Over Who Actually Runs the Company.

At the Bengaluru GCC Summit this year, the mood was triumphant. India's Global Capability Centres, once dismissed as glorified back offices, are now routinely...

The Treasury Backdoor: Why the Stablecoin Boom Is a Currency War Dressed as a Payments Upgrade

A vendor in Lagos gets paid in USDC because the naira is rationed and the parallel market is where the real exchange rate lives....

The Power Crisis Is Being Solved. The Water Crisis Isn’t — and It Will Decide Who Wins the AI Race

Every CEO building data centres or chip capacity in 2026 has, by now, internalised the power problem. Utilities are signing multi-decade power purchase agreements...

The GLP-1 Shock Isn’t a Health Story. It’s a Warning About How Fragile Corporate Demand Models Really Are.

A snack company in Minneapolis is redesigning its portfolio around portion size and protein density. An airline's fuel-planning team is quietly revising its per-seat...
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