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KYI · Research
Notes from the work

On AI, operations, and private equity.

May 26, 2026

Why the European Mid-Market Roll-Up Finally Works.

Two thirds of European mid-market roll-ups fail to deliver the value modeled in the IC memo. The math has just changed.

14 min ↗
April 11, 2026

The Coordination Economy.

Coordination has been the dominant cost in business for two centuries. That cost is now falling.

12 min ↗
March 28, 2026

The AI-Native Company.

Not the next startup. The one your fund already owns, re-engineered.

12 min ↗
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