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Featured Analyses:
The AI Infrastructure Boom Faces the Jevons Fallacy - Examining economic contradictions in data center expansion
The Great AI Discontinuity: When Exponential Growth Becomes Visible - Framework for recognizing non-linear transitions
DeepSeek: GenAI's Punctuated Equilibrium? - Case study in architectural evolution
Core Paid - $50/month ($600/year)
In-depth thematic newsletters applying the Durable Growth Moat™ framework to emerging sectors and strategic inflection points.
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Monthly framework deep-dives on topics like context vs. data moats
Full archives
Recent Core Analyses:
The SaaS Renaissance Illusion: Why AI-Driven Growth May Mask Fundamental Business Model Threats - Structural vulnerabilities beneath surface metrics
Durable Growth Moats: The New Shield for Disruptive Tech - Identifying resilient architectural advantages
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