Market Intelligence

The LLM FOMO Trap

How PE-Backed Consulting Ventures, Carrier AI Deals, and Model Commoditization Collide

May 28 • Kevin Henderson

The Survival Filter

What Capital Structure Reveals About Which Insurance Technology Partners Will Still Exist in Five Years

Apr 29 • Kevin Henderson

When the Operating Layer Breaks: The Helium Crisis

How the Hormuz Insurance Cascade Reached the AI Chip Supply Chain

Mar 30 • Kevin Henderson

When the Operating Layer Breaks

Four Insurance Crises, Three Continents, One Structural Pattern

Mar 24 • Kevin Henderson

The Global IoT Data Markets

Intelligence on the Invisible Economy Inside the $1.35 Trillion IoT Ecosystem

Mar 23 • Kevin Henderson

The Spectrum Diagnostic: Where Is Your Initiative Failing?

Companion Analysis to Structural Signal Episode 1: The Operating Layer

Mar 23 • Kevin Henderson

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