Insights
Analysis and frameworks for building competitive advantages through proprietary intelligence, systematic excellence, and first-principles thinking in private equity.
Part 3
Target Selection: Identifying Vulnerable Incumbents
A new framework designed to identify "Soft Targets"—markets where the incumbent is structurally vulnerable and the economic prize is significant.
The Hidden Architecture of the "High-Performer" Gap
A comparative analysis showing why many AI initiatives fail to deliver value; cross-referencing McKinsey's findings with our first-principles framework and the psychological barriers blocking AI value.
Part 2
The Software Factory: Recommended VMS Architecture
We detail a technical blueprint for understanding incumbent moats and building a scalable, maintainable, and defensible ...
Part 1
Unwrapping the Black Box: The Physics of VMS
We reveal the five fundamental "Dimensions" that govern the physics of a VMS business: Data, Workflow, Ecosystem, Archit...
Prophet Intelligence Platform: Proprietary AI Architecture
How Prophet transforms commodity data sources into competitive advantages through structured data and compound learning.
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The Capability Degradation Cycle
An in-depth analysis of the self-reinforcing loop that transforms cutting-edge technology investments into expensive bur...