When everyone has access to the same AI models, the same AI-enabled tools, and the same vendor ecosystem, organizational context becomes the differentiator. Context is demonstrated execution: the ...

Do large language models create a moat? In this given hype, what type of businesses should you invest your time and money in? While the technology of Large Language Models (LLMs) is new, the approach ...

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

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 ...

A conversation with the Eccles School of Business’ Jay Barney about where you can find long-term value from the latest tools. Many companies are investing heavily in artificial intelligence right now, ...

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 ...

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 ...