Insights
What we read, and what we take from it.
We publish the evidence behind what we say. Every figure has its source and its date. Quoting a firm's research doesn't mean we work with them.
IndependenceWritten Policy
MethodologyTransparent
EngagementsFixed Fee
Paper
Healthcare services
Which healthcare services revenue survives, and why the staffing business everyone worries about is usually the safe part.
Paper
Insurance services
Two clocks, and only one of them is about AI. Why commission revenue falls without anyone renegotiating anything.
Position
Durability, not readiness
Why the adoption question stopped mattering, and the narrower one that replaced it.
Evidence
Four figures, and their limits
The research behind our view, quoted as published, with what each does not show.
Market
The questions everyone is now asking
Three published frameworks circle the same four questions. We answer those, and add the one they leave out.