When everyone has access to the same AI models, the same AI-enabled tools, and the same vendor ecosystem, organizational ...

This shift unlocks flexible investment, allows for adaptive planning and ties AI more directly to business outcomes.

If you focus on these kinds of companies, the quality of your portfolio will get an upgrade.

In the Army’s march toward the secretary of the Army’s number two priority, becoming more “data-centric,” Army leaders need more useful models that will help them think about achieving and maintaining ...

Palantir's government business gives it a huge and wide moat in my view. Its Forward Deployed Engineer, or FDE, model is a solid competitive advantage to grow its commercial business. Palantir's ...

Serge Vasin is Partner at Flintera, a startup studio with a private equity arm that's focused on SaaS, blockchain, AI and EdTech. Artificial intelligence (AI) has become one of the hottest buzzwords ...

MOAT is a strategy that attempts to identify companies with strong long-term competitive advantages. MOAT uses the Morningstar Wide Moat Index as the basis for this identification. I believe that MOAT ...