Essays — not posts. Briefs from inside engagements, written when the market gives us a reason.
MPS BRIEF
07 MAY 2026
FEATURED
OpenAI and Anthropic just raised $5.5B to embed engineers inside PE portcos and rebuild workflows around AI. The structural read is correct — and incomplete. Here's what the announcement doesn't say about why most of those deployments won't move the number.
By David Morris & Jeff Culliton
5 MIN
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DIAGNOSTIC
SELF-GUIDED
Four questions. Five minutes. One per stage of the methodology — the order matters. A self-diagnostic for the leadership team.
5 MIN
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