White papers

White papers.

In-depth analysis and research on enterprise AI economics, strategy, and infrastructure.

Long-form research on the economics and infrastructure behind enterprise AI — the numbers, trade-offs, and second-order costs that rarely make the pitch deck. Read on the web or download the full PDF.

Index · White papers

1 paper

July 2026

The AI Rent Stack: Forward Deployed Engineering and the Contest for the Enterprise's Last Mile

The economics underneath the drive for FDE make it a double-edged sword for enterprises: an opportunity and a liability. AI vendors have conceded that the model is no longer the moat and moved the contest to your last mile—here's what the deployment land grab is really about, and how to tell whether the offer on your desk leaves you more capable or more captive.

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