
Independent Advisor on Workforce & Execution Risk
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 172 | Founded | 2 years ago | Last Issue | 3 months ago |
| Active | |||||

Multiple geopolitical tensions are currently forcing governments to reassess weapons stockpiles and industrial capacity.
The earliest stage of any defense production cycle is not procurement, it’s staffing.
AI didn’t take these jobs. Capital did.
I wrote about the Oracle layoffs and the workforce restructuring on January 2nd. The point wasn’t layoffs… it was capital.
With tensions in the Middle East rising again and energy markets reacting in real time, the instinct in financial markets is to focus on oil… and that instinct is understandable.
If you want the earliest read on whether this remains a “...
Most investors are still analyzing artificial intelligence as if it were a product cycle.
They are asking which model is better, which chip is faster, which company will beat quarterly expectations.
That is not how enterprise spend is rou...
In November 2025, two consecutive months of hiring data indicated a material shift in Palantir’s incremental workforce layering. Hiring intensity declined into the low-teens percentage of its prior expansion velocity, implying that incremen...
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The writers behind this newsletter.
Independent Advisor on Workforce & Execution Risk
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