Industry Insights

Enterprise Software Vendors Aren’t Pivoting to AI Consulting. They’re Abandoning Their Core Business.

Walk into any investor meeting at SAP, Oracle, Salesforce, or Workday this quarter, and you'll hear the same story. The enterprise software vendors have discovered their future: they're no...

Why Indian Tech Companies Are Quietly Losing the Global Talent War—and What Leaders Must Do Differently

When Satya Nadella took over Microsoft in 2014, one of his quiet but consequential decisions was to shift...

The Middle Management Illusion: Why AI Adoption Is Masking a Structural Leadership Crisis

Most CEOs see middle management as a cost to optimize away. If AI can handle routine decisions and...

The $100 Billion Cloud Mirage: Why Your Cost Savings Disappeared

59% of organizations spent more on cloud than expected. Cloud infrastructure waste reached $100 billion in 2024. Discover why cost savings disappeared and why enterprises are repatriating workloads.

CBAM Isn’t a Carbon Tax on Trade. It’s Becoming a Licence to Trade, and Most Exporters Don’t Have One Yet

On January 1, 2026, the European Union quietly finished building something most boardrooms still describe, incorrectly, as a...
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The Rare Earth Rescue Is Repeating the Mistake It’s Meant to Fix

In April 2025, Bajaj Auto's leadership told reporters that a batch of Chinese paperwork was about to shut down part of its production line....

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...

The Quantum Threat to Your Company Isn’t the Computer. It’s the Migration You Haven’t Started.

No executive team has ever had to defend a security budget against an attacker that doesn't exist yet, using a technology that may or...

Private Credit Didn’t Replace the Bank. It Replaced the Depositor With a Retiree.

In January 2026, Blue Owl Capital did something a lender proud of its stability is not supposed to do: it told investors in one...

The $25 Million Video Call: How Deepfakes Are Dismantling the Last Analog Layer of Corporate Trust

In January 2024, a finance employee at Arup, the London-headquartered engineering firm behind the Sydney Opera House and Beijing's Bird's Nest stadium, joined a...
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