Thinking

Working through it in public.

Position papers, field notes and arguments on AI-augmented consulting and the model we think will outlast the current cycle.

FEATURED · POSITION PAPER

How AI is reshaping consulting delivery — and the operating model the firms that survive will adopt.

The foundational thesis behind Series-X. Why the senior-operator + agent-stack model wins for the underserved middle, what it means for the Big Four, and where the work moves over the next five years.

22 min read

June 2026

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Field note·Jun 2026

What 'AI-augmented' actually means inside a £15m business.

6 min

Argument·May 2026

Why fixed-fee, fixed-scope is the only honest pricing for AI work.

5 min

Field note·May 2026

The 14% problem: AI adoption vs AI installation.

7 min

Argument·Apr 2026

Why we don't sell chatbots.

4 min

Field note·Apr 2026

Three workflows that earn back their fee in the first quarter.

8 min

Argument·Mar 2026

The consulting firms that survive the next five years.

9 min

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