The long view
Research & Signals
Deeper analysis drawn from the archive — where the individual shifts add up to a pattern.
The Long ViewQ3 2026
The margin migration: how finance became the product
Synthesising four editions on embedded finance into one thesis on software economics.
The Long ViewQ2 2026
From seats to signals: the repricing of software
What usage-based pricing does to forecasting, sales and product.
Shift SignalOngoing
The rail thesis: who owns the layer beneath the category
Tracking the companies quietly turning workflows into infrastructure.