Short, opinionated briefings from our senior partners. No academic throat-clearing — just what boards and AI executives need to decide their next move.
AI is now a balance-sheet item, not an IT project.
Most enterprise GenAI portfolios are uninsurable.
Sovereign AI is not a stack — it is a doctrine.
The AI operating model decides the winners. Not the model itself.
Governance is the new growth engine.
Governments outside the EU and US face a narrowing window to define their AI sovereignty posture. A five-pillar framework — compute, data, model, talent, governance — and the institutional choices that decide who leads.
Read full briefing →Quarterly intelligence written by the partners advising the institutions reshaping AI.