LONG ARC
Decisions playing out over 18–36 months, not news-cycle takes.
The long-arc essays look past the quarter and the headline. They examine where capital, talent, and infrastructure are actually heading — and what that means for the decisions you make today.
7 essays in this pillar
LONG ARCJune 14, 2026
The Title Is Arriving. The Authority Isn't.
Most companies are about to hire a Head of AI Governance. The one detail that determines whether the role works is being decided right now, before the job description is even posted.
13 min read
LONG ARCJune 7, 2026
The Permission Problem
The latest moat in AI is power. And the fix for this isn't coming from any single capital or any single state.
10 min read
LONG ARCMay 24, 2026
Announced Is Not Energized
AI's capex cycle is entering the part that gets judged on economics, not press releases
11 min read
LONG ARCOctober 13, 2025
Building Through the AI Bubble
19 min read
LONG ARCOctober 5, 2025
The Gen Z AI Trap
How the Most Connected Generation Became the Least Prepared
7 min read
LONG ARCAugust 31, 2025
The Coding Agent Revolution: Why History is Repeating Itself (And That's a Good Thing)
9 min read
LONG ARCJuly 10, 2024
AI in 2024: Buckle up, it's about to get wild 🚀
6 min read