The operating model is the strategy
Why organizational structure, decision rights and cross-functional coordination increasingly determine whether strategic priorities translate into performance.
Read articleRelated macro
Travel, hospitality and experience economy
Create stronger experience and hospitality economics as traveler demand, AI-enabled discovery and changing distribution reshape how journeys are chosen and monetized.
Discover the macroEditorial overview
Articles
Protecting revenue when the operating system breaks
How companies can design for revenue and value continuity when shocks disrupt customers, channels, technology or supply.
Read articleFocus
Travel demand is normalizing as financial caution reaches higher-spending customers
The post-pandemic surge is giving way to more selective spending, increasing pressure on hospitality and travel operators to prove value.
Government AI adoption is moving faster than the governance needed to support it
Public agencies are deploying AI broadly while evaluation, procurement discipline and accountability remain uneven across government systems.
Strategic challenges
What happens when clients no longer want to pay for professional effort?
The challenge is shifting from labor-based pricing toward expertise and outcomes as AI compresses the time required for routine knowledge work.
Can power systems expand fast enough for the age of electricity?
The challenge is coordinating generation, networks, storage and flexible demand while connection queues already exceed available grid capacity.
POV
Commodity volatility is no longer enough to understand commodity risk
The harder question is whether geopolitics is temporarily repricing supply or permanently rewriting how resources reach markets.
AI may destroy more software categories than it creates
When an agent can perform the workflow directly, some applications risk becoming infrastructure rather than destinations users need to open.
Strategic impact
Data-center strategy is becoming inseparable from energy strategy
Grid access, on-site generation and storage increasingly determine location economics as AI-driven computing demand expands.
AI and tokenization are widening the strategic choices available to banks
New infrastructure can reshape trading, payments and fee economics while changing the speed and interconnectedness of financial activity.
What we observe
Health systems often digitize existing workflows instead of redesigning care delivery
Technology adds limited capacity when administrative burden, fragmented pathways and role boundaries remain structurally unchanged.
Platforms often assume existing network effects will protect them from new interfaces
AI-driven discovery can weaken direct user relationships even when underlying marketplace liquidity remains strong.