Executive Brief

Strategic Analysis · Market Intelligence · Executive Briefings

01
Commerce

The Rise of Digital B2B: An Underappreciated Opportunity

While consumer marketplaces get most of the attention, B2B marketplaces are quietly rebuilding how businesses buy and sell. The scale of B2B commerce is roughly ten times larger th...

02
Labor Economics

Wage Premiums, Geographic Arbitrage, and Remote Work: Empirical Findings

This analysis examines labor market effects of remote work adoption using administrative employment data from 14 countries between Q1 2020 and Q4 2025. We focus on three outcome va...

03
Culture

The Quiet Return of Long-Form Reading in a Distracted Age

For most of the past decade, the dominant narrative about reading was decline. Attention spans shrinking, articles shortening, video replacing text. The data mostly supported this ...

04
Technology

Global Chip Supply: The Post-Shortage Landscape

The acute semiconductor shortages that defined 2021-2023 have largely resolved. Lead times for most commodity chips have returned to pre-pandemic norms, though specific advanced no...

05
SaaS

The Case for Industry-Specific Software

Horizontal SaaS markets — CRM, ERP, general productivity — are mature and dominated by established players. The most attractive new opportunities are in vertical SaaS: software bui...

06
Fintech

Global Fintech 2026: Trends, Winners, and Shifts

Real-time payment systems expanded significantly in 2026. Brazil's PIX, India's UPI, and a growing list of similar national infrastructure projects processed record transaction vol...

07
Technology

How Platform Consolidation Reshaped the Web We Use

The web that emerged from the 2000s was genuinely open. Independent blogs, forums, and personal sites carried substantial traffic. RSS readers aggregated content without platform i...

08
Consumer Research

Behavioral Patterns in Mobile Commerce: Cross-Cultural Findings

This study analyzes consumer behavior on mobile commerce platforms across six markets (India, Indonesia, Mexico, Nigeria, Brazil, and Vietnam) using transaction data from 2.8 milli...

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Background data and citations from a community forum.

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