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A Thought Experiment About Trusting a Number
Tuesday Teardowns
A Thought Experiment About Trusting a Number

Picture a deal team putting a number in front of an IC. Call it an operational health score of 62. Someone asks the natural question. Why 62 and not 70? What happens next is the whole game. Two versions of the answer In the first version, the answer lives in the analyst’s head. They remembe...

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How to Lead Through Uncertainty: What the Best Executives Actually Do
Actual Intelligence
How to Lead Through Uncertainty: What the Best Executives Actually Do

We are in chaotic times on many levels. For most business leaders right now,uncertainty isn't a phase. It's the operating condition.Market volatility, AI disruption, shifting workforce expectations, economic headwinds —the list of pressures facing executives at mid-market companies has never been...

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The Bird Study That Changes How You Should Think About AI Plus People
Tuesday Teardowns
The Bird Study That Changes How You Should Think About AI Plus People

The best senior advisors have always been in the driver’s seat. The tools were just slower. Researchers at the MIT Center for Collective Intelligence ran a meta-analysis of more than a hundred experiments on AI plus human performance. The average finding was a disappointment. Most of the time, th...

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Five Forces That Explain What You Are Already Feeling
Tuesday Teardowns
Five Forces That Explain What You Are Already Feeling

The ground under commercial diligence has been moving for years. Most people are too busy shipping to look down. There is a version of this conversation that starts with the people. The analysts are overworked. The advisors are stretched. All of that is true. None of it explains what is actually ...

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Everyone Has an AI Strategy. Almost No One Has the Right One.
Actual Intelligence
Everyone Has an AI Strategy. Almost No One Has the Right One.

Three executives who've shaped some of the most recognized brands in their industries share what AI actually changes, and what it doesn’t, for leaders making real decisions right now. Most boardroom AI conversations sound like strategy. They’re not. They’re a list of tools, a cost reduction targe...

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Before You Can Improve It, You Have to Know What It Is
Tuesday Teardowns
Before You Can Improve It, You Have to Know What It Is

Ask ten people what good due diligence means and you get ten answers.  Some say rigor. Some say speed. Some say thoroughness. Some will tell you it is about catching the thing nobody else caught. Some will tell you it is about covering the base rates so nothing surprises the Investment Committee ...

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