Most prospects decide whether to talk to us based on whether they've been reading us for six months. So we made the reading easy.
Two essays a week on positioning, AI governance, and what leadership should be saying out loud. No retargeting. No promotions. Unsubscribe in one click.
Subscribe →A private list. Once a quarter we share what we are most willing to argue with — including the threats, plays, and conviction calendar we're advising clients on. Application-only.
Apply →One eight-page report a year. The argument we will be wrong about least in the next twelve months. Free, public, downloadable. The 2026 edition is out now.
Download →Naming a category is not a marketing exercise. It is a public commitment that locks the firm into the position it just claimed. Most agencies will not pay that price. The ones that do will be the only ones that survive the AI commoditization of execution work.
The Quarterly Briefing is a private list of 340 readers. Once a quarter we share the same intelligence we are giving paying clients — the threats, the plays, the conviction calendar. We do not sell on it. We do not market with it. It exists to make the small group of people who could plausibly hire us read us first.
It is application-only because the list stops being valuable above 500 readers. If your work is going to put you in the room with our work, you should be on it.
Apply to the Quarterly Briefing →The 2026 Report covers the collapse of execution as a moat, the rise of LLM-mediated buying, and what governance has to look like at company scale. We will be wrong about parts of it. We are not wrong about the shape.