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Sector Lens

The consensus view, tested against the real data — industry by industry.

Every sector has a story everyone already believes. These pieces test that view against public research and real numbers — then we take a position where the data points somewhere else.

FEATURED SECTOR LENS

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Automotive & Electric Vehicles

Is the US Losing the EV Race, or Just Running a Different One?

The US isn't early in the EV transition — it's specifically stalled, on a policy trigger that's already fired. The relevant perimeter is North American, not American, and it's already open at the point of least resistance.

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ALL SECTOR LENS INSIGHTS

Digital Infrastructure

Site Selection Used to Be a Real Estate Decision. It Is Now a Board-Level One.

Power certainty, not land, is now the first gate a data center site has to clear.

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Semiconductors

The Capacity Everyone Is Counting On Is Not the Capacity That Exists Today

The gap between capital committed and capacity delivered is where the real planning risk sits.

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Energy & Utilities

For a Decade, Power Was Assumed. It Has Become the Largest Constraint on Industrial Growth.

Getting into the interconnection queue is easy. Getting through it is not.

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Technology

Is AI's ROI Debate Asking the Wrong Question?

The 95% pilot-failure stat and the AI-drove-75%-of-GDP-growth stat are both true. Neither one is the point.

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Automotive & Electric Vehicles

Is the US Losing the EV Race, or Just Running a Different One?

Komatsu didn't beat Caterpillar with a better bulldozer. It beat Caterpillar with a bigger map.

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Nonprofit & Social Sector

Nonprofits Have Adopted AI. Almost None Have Changed Because of It.

92% adoption. 7% real impact. That gap is the story, not the adoption number.

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Cross-Industry

Why 9 in 10 Founder-Led Companies Never Reach $10 Billion

Only 10.9% of founder-led companies that reach $1B ever cross $10B. The rest aren't failing. They're freezing.

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Financial Services — Private Equity

Your AI Value Creation Thesis Has a Clock Problem

5.8 years average hold. 18-36 months for AI to reach full impact. Most deals never do the math.

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Insights-SEC List

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