What the Firm Becomes
Why the firm survives disintermediation, what specific function it retains, and why that function is the intersection of what builders cannot do alone and what companies were historically bad at.
The Interview Is the Build
Why recruiting has to be rebuilt around Adjacent Build Rights — and what that does to the résumé, the recruiter, and the direction of scarcity in the labour market.
The Contract After the Pipeline
Adjacent Build Rights, the 30/70 floor, and what firms will have to redesign to keep builders inside them.
Not Replacement. Rerouting.
Boards are still planning for a talent pipeline that AI is quietly draining — and Airtable is what that mistake looks like when it hits the tape.
Leverage, Not Literacy
The WEF skills chart doesn't rank what employers value. It ranks leverage — and the implicit forecast is fewer producers per orchestrator.
Dig Deeper — Interactive
Read moreSet the Fed funds rate, breakeven inflation, hyperscaler capex and issuance plus more
Strikeline Try it From: The Treasury Market May Not Be Breaking... It May Be Searching for a New PriceSet the adoption curve and the decay rate, then watch how long the market takes
Strikeline Try it From: When AI Eats AlphaBuild the stablecoin boom. Then pull the cash out and watch how it holds the Treasury market together.
MarketAlly Try it From: The Next Run on the Bank Won't Look Like a Bank RunA productivity shock arrives. You decide its incidence and the economy's leverage.
MarketAlly Try it From: The Boom Is the Fuse