Research

The evidence behind the thesis.

Stratigraphic core samples in a research archive
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The Retained Learning Thesis

Business models are up for an upgrade. Unit economics that compound become business economics that transform. An 8-card position paper.

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Your Most Valuable Asset Walks Out Every Night

Indian IT spends $49K per employee and loses 28% of them annually. Evidence paper with 50+ academic citations.

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The AT-AT Strategy

Why the best-run companies are the most trapped -- and what to do about it.

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ITES Stratigraphy

The geological structure of a $280 billion industry.

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The Human Cost of Compute

What happens when your most expensive asset is also your most volatile.