Our own thesis papers alongside the outside work we actually recommend — papers, presentations, and resource links, curated and kept current. Leave an email once to download anything we host.
The blueprint for lean, self-evolving orgs where humans lead and agents execute — the biology of the cell applied to org design.
If everyone exports AI labour, who imports? Non-rivalrous supply, the domestic-consumption trap, and the four distributed roles of agent work.
AI as the operating system of venture building — innovation cycles, productivity, velocity, human expertise at the centre.
Why output-per-employee is being rewritten, and what it means for how you staff, price, and bid.
The membrane in practice: policy, guardrails, budgets, and the audit trail your regulator will accept.
The sources we return to — labour-gap data, agent orchestration, governance frameworks. Updated monthly.
PwC, Goldman, IMF, ILO and NASSCOM figures behind the thesis, in one place.
How a seat-based BPO repriced to agent-delivered outcomes at software margins. (Anonymised.)