Overview
Strategy and GTM work for software, internet, media, and telecom companies whose business models are being re-cut by AI and platform shifts.
TMT is the first sector being re-priced by AI. Distribution is collapsing into a small number of model providers; software is becoming agentic; media economics are inverting; telco is rediscovering its role as critical infrastructure.
We work with founders, scale-ups, and incumbents on positioning, GTM, and operating-model decisions in markets where the competitive set changes every quarter.
Where we work
AI-native software
Product, pricing, and GTM for software companies built around model capabilities rather than seat counts.
Platform & marketplace strategy
Where to compete with hyperscalers, where to ride them, and where to build sovereign alternatives.
Media in the model era
Business models for publishers, studios, and creators when distribution is mediated by AI.
Telecom as infrastructure
Network strategy, B2B platform plays, and the role of telcos in sovereign AI and data sovereignty.
Engagements
- 01Positioning and GTM for AI-native software companies
- 02Strategic reviews for telcos and platform incumbents
- 03Media business-model and product strategy
- 04Founder advisory through Series B–IPO
Questions we work on
- Which parts of our stack does AI commoditize, and which does it amplify?
- Where is durable advantage in a market where capability is rented?
- How do we price for value when usage and outcomes diverge?
- What is our role when distribution is owned by three model providers?
Engagements begin with a private conversation.
Engage with UsOther industries
Financial Services
Banking, insurance, and asset management at the inflection.
02Energy & Resources
The transition is a capital allocation problem.
04Healthcare & Life Sciences
Outcomes economics, not throughput economics.
05Industrial & Advanced Manufacturing
Reshoring, electrification, and the new industrial logic.
06Consumer & Retail
Brand, channel, and customer in a re-mediated market.
07Public Sector & Sovereign
State capacity for a contested decade.