AI • Enterprise • Technology
The AI Refactoring Tax: Automating broken processes at the speed of light.
The biggest risk to AI isn't model safety. It's the technical debt of the models it replaces.
Felix Ghauri ·
Business
6 insights on this topic
AI • Semiconductors • Business
Same industry. Same supply chains. Completely different economics: AI Silicon.
AI chips make up 0.2% of all chips sold, but they will generate half of all chip revenue this year. The value isn't in software; it's in the silicon underneath.
Felix Ghauri ·
AI • Consulting • Business
The Consulting Reset: Accenture acquires Faculty
Accenture's $1bn acquisition of UK AI unicorn Faculty signals a rewiring of the consulting pyramid.
Felix Ghauri ·
Economics • Innovation • AI
Imagine if the price of oil dropped 300-fold in a single year.
Imagine if the price of oil dropped 300-fold in a single year. The global economy would turn upside down.
Felix Ghauri ·
Healthcare • Economics • Business
The Ozempic Demand Story: GLP-1 and the 5.3% drop in food spending.
GLP-1 medicines are a healthcare story, but they are also a fundamental demand story reshaping low-margin FMCG.
Felix Ghauri ·
Latvia • Logistics • Innovation
🚢 Latvia’s Freeport of Riga: a small nation with a big role in global logistics
🚢 Latvia’s Freeport of Riga: a small nation with a big role in global logistics
Felix Ghauri ·