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The Signal 6 min read

The Alpha of Inefficiency: Goldman GSAM and a $90M RELX Win.

Despite narratives of AI streamlining processes, real-world deployments reveal it amplifies existing inefficiencies, demanding more human intervention and nuanced judgment from operators.

Avi Savar · May 12
Episode Guide 9 min read

Episode Guide: The Alpha of Inefficiency: Goldman GSAM and a $90M RELX Win.

AI isn't streamlining everything. Operators are finding it amplifies existing market inefficiencies and atrophies critical human skills, requiring new strategic approaches.

Avi Savar · May 11
9 min read

Philip Morris bought Vectura. Shareholder primacy is why.

The modern idea of shareholder primacy, prevalent since the late 70s, is increasingly seen as a counterproductive construct hindering long-term health and innovation.

Avi Savar · May 7
Episode Guide 9 min read

Episode Guide: Philip Morris bought Vectura. Shareholder primacy is why.

Eric Ries highlights the Philip Morris acquisition of Vectura as evidence of how shareholder primacy forces value-destroying moves against the public interest. He argues it distorts corporate purpose and long-term health.

Avi Savar · May 6
The Operator 6 min read

Entry-Level Finance Jobs Are Disappearing

Traditional entry-level finance roles for new graduates will largely cease to exist due to AI automation, requiring new hires to possess more senior-level analytical and strategic skills. This forces a re-evaluation of finance talent pipelines and...

Avi Savar · May 6
Episode Guide 15 min read

Episode Guide: Entry-Level Finance Jobs Are Disappearing

AI automation is rapidly eliminating traditional entry-level finance roles, necessitating a shift in hiring towards strategic and analytical skills. Finance teams must adapt talent development for this new reality.

Avi Savar · May 5
The Signal 6 min read

AI Compute Tripled. Virginia Planned for Zero Growth.

AI's energy hunger is no longer a future problem; it's creating immediate infrastructure vulnerabilities and legal challenges for states like Virginia, which planned for zero power demand growth.

Avi Savar · May 5
Episode Guide 14 min read

Episode Guide: AI Compute Tripled. Virginia Planned for Zero Growth.

AI compute demand has tripled, but states like Virginia planned for zero power growth. This disconnect strains infrastructure and invites new climate-related lawsuits.

Avi Savar · May 4
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