Insights
Analysis and frameworks for building competitive advantages through proprietary intelligence, systematic excellence, and first-principles thinking in private equity.
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 Layer Cake
We detail a technical blueprint for understanding incumbent moats and building a scalable, maintainable, and defensible VMS platform from first principles.
Part 1
Unwrapping the Black Box: The Physics of VMS
We present a first principles framework for analyzing vertical software businesses through five fundamental dimensions....
Prophet Intelligence Platform: Proprietary AI Architecture
How Prophet transforms commodity data sources into competitive advantages through structured data and compound learning....
.jpg)
The Capability Degradation Cycle
An in-depth analysis of the self-reinforcing loop that transforms cutting-edge technology investments into expensive bureaucracy, and how first-principles design breaks this cycle.