Featured

Canva’s “Good Enough” Advantage

Shaurya Grover

The Fiber Bet

Audrey Kim

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard

The Two Shocks to America’s Workforce

Corbeau Martin Caldwell

The Office Market’s New Reality

Diya Mangaraj

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra

A Bet on Hits, Not Streams

Samuel Regelman

An AI Strategy in Search of a Business Model

Yessica Jain

Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets

Adam Gurevich

An Analysis of the $58 Billion Devon-Coterra Mega-Merger

Judy Lin

Canva’s “Good Enough” Advantage

Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.

The Fiber Bet

Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.

The Two Shocks to America’s Workforce

Corbeau Martin Caldwell
AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.

The Office Market’s New Reality

Diya Mangaraj
Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.

A Bet on Hits, Not Streams

Samuel Regelman
In India’s booming but under-monetized music market, UMG is betting on global breakout hits. Without international success, even a steady pipeline of soundtracks may fail to justify the investment.

An AI Strategy in Search of a Business Model

Yessica Jain
Meta’s latest acquisition highlights a widening gap between ambition and execution. Despite heavy investment, the company has yet to define how AI will reshape its advertising-driven model or deliver meaningful returns.

Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets

Adam Gurevich
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.

An Analysis of the $58 Billion Devon-Coterra Mega-Merger

Judy Lin
Devon Energy and Coterra Energy have merged in a $58B deal, which highlights the “mega-independent” trend in U.S. shale amidst a rising demand for natural gas to power AI data centers and LNG exports.

Canva’s “Good Enough” Advantage

Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.

The Fiber Bet

Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.

The Two Shocks to America’s Workforce

Corbeau Martin Caldwell
AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.

The Office Market’s New Reality

Diya Mangaraj
Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.

A Bet on Hits, Not Streams

Samuel Regelman
In India’s booming but under-monetized music market, UMG is betting on global breakout hits. Without international success, even a steady pipeline of soundtracks may fail to justify the investment.

An AI Strategy in Search of a Business Model

Yessica Jain
Meta’s latest acquisition highlights a widening gap between ambition and execution. Despite heavy investment, the company has yet to define how AI will reshape its advertising-driven model or deliver meaningful returns.

Why OneStream Traded Public Scrutiny for Hg’s Deep Pockets

Adam Gurevich
Hg Capital’s $6.4bn take-private of OneStream exposes a market disconnect: public investors punished short-term losses, while private equity saw long-term dominance in CFO software. What looked like weakness became a bargain for patient capital.

An Analysis of the $58 Billion Devon-Coterra Mega-Merger

Judy Lin
Devon Energy and Coterra Energy have merged in a $58B deal, which highlights the “mega-independent” trend in U.S. shale amidst a rising demand for natural gas to power AI data centers and LNG exports.
Future Outlook — Articles

Canva’s “Good Enough” Advantage

Shaurya Grover
Canva’s rise rests not on replacing professionals, but on empowering non-designers. As it nears an IPO, the question is whether that advantage can survive in a world where AI makes design effortless.

Canva’s “Good Enough” Advantage

Shaurya Grover

The Fiber Bet

Audrey Kim
Verizon’s $20bn acquisition of Frontier is a wager on fiber as the backbone of future connectivity. While the technology promises scale and resilience, the deal’s success depends on execution and returns that justify its heavy cost.

The Fiber Bet

Audrey Kim

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard
Record-breaking funding rounds for Anthropic and OpenAI mark a new phase in the AI race. With vast sums flowing into compute and scale, the battle is no longer about ideas, but about who can afford to build intelligence first.

The $100 Billion AI Arms Race

Brayden Gibeau-Stannard

The Two Shocks to America’s Workforce

Corbeau Martin Caldwell
AI driven layoffs and immigration crackdowns are hitting the labor market at once. As white- and blue-collar jobs disappear, weakening consumer confidence threatens the spending that underpins the American economy.

The Two Shocks to America’s Workforce

Corbeau Martin Caldwell

The Office Market’s New Reality

Diya Mangaraj
Post-pandemic shifts have broken the traditional real-estate cycle. Demand is no longer rebounding evenly, but concentrating in top-tier spaces, leaving weaker offices behind and forcing cities to rethink how to repurpose surplus supply.

The Office Market’s New Reality

Diya Mangaraj

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra
Paramount’s victory over Netflix for Warner Bros. Discovery marks a defining moment in media consolidation. The deal promises scale and control over premium content—but now faces intense scrutiny over its implications for competition.

The Battle for Hollywood’s Crown Jewels

Shaurya Vohra
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