Insights

AI will create a new power law in returns

The firms that build the right architecture will compound advantages the rest can't buy. These papers explain what that architecture is and why it matters for your firm now.

Claude Code Architecture

Why the Claude Code Architecture Will Beat SaaS AI

Claude Code isn't a better chatbot. It's a different architecture — one that compounds your firm's knowledge, scales with every model generation, and produces edge that can't be bought off a shelf. What PE and hedge fund managers need to know.

Private Equity

Twenty-Five People, Three Billion Dollars

PE's extreme leverage ratio makes this the highest-return AI deployment in finance. How the architecture transforms the deal lifecycle.

Hedge Funds

The Hunting Party

Directed adversarial search for vulnerable consensus. How the architecture produces conviction in public markets research.