The Inflection Point - TIP
Di RifaiStrategic advisor at finance/tech intersection. Former banking executive, entrepreneur since 2006. Predicts mega-trends years ahead: energy transition (2005), AI disruption (2020). 400+ speaking events, featured in FT/Reuters.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Founded | a year ago | Last Issue | a month ago |
| Active | |||||
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drforesight.substack.comLatest Issues
UNBUNDLED: The Reconfiguration Of The Commerce Value Chain
Introduction
A new intermediary is entering commerce: the personal AI agent acting on behalf of the consumer. As these agents begin to research products, compare alternatives, make selections and execute purchases, they separate three func...
From Asset-Light to Capability-Light
Introduction
What if a company replaced a majority of its payroll with AI and, several years later, discovered that much of the expertise required to operate and redesign the business had migrated to the AI labs and consulting partners sup...
The Frontier Fable
1. Introduction
Once upon a time, there was a frontier capability so commanding that no enterprise dared build without it, and few asked what it really cost, because it arrived bundled and priced at a steep discount. Then came the great u...
Meet the Tokenomist
AI has created a new management function inside companies, one most companies have yet to recognize. That function must reconcile three continuously changing systems: how and where the company consumes AI, how AI supports board and executiv...
Building Resilience in the New AI Order
Three structural forces are converging to break with the economic driver that governed the last half-century. For decades, companies and governments organized production, technology, and supply chains around cost efficiency, regardless of w...
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Strategic advisor at finance/tech intersection. Former banking executive, entrepreneur since 2006. Predicts mega-trends years ahead: energy transition (2005), AI disruption (2020). 400+ speaking events, featured in FT/Reuters.
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