Racing the Bear

mailchi.mp/verdadcap/racing-the-bear

2026: The Year Mid-Market Outpaces Enterprise in AI Adoption - ContinuServe

continuserve.com/2026/02/2026-the-year-mid-market-outpaces-enterprise-in-ai-adoption/

Old-School Playbook Finds New Life in Middle-Market Private Equity

www.institutionalinvestor.com/article/old-school-playbook-finds-new-life-middle-market-private-equity

Use Cases | OrgChange.AI

orgchange.ai/guest/use_cases

Why Ben Horowitz and I Are Investing in Humanity’s Greatest Untapped Asset

www.artificialintelligencemadesimple.com/p/why-ben-horowitz-and-i-are-investing?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9612d485-6661-4ce9-807e-8ef002f64e41_1922x1626.png&open=false

The Complete Flywheel Guide - Planning, Beads & Agent Swarms | Agent Flywheel

agent-flywheel.com/complete-guide?utm_source=substack&utm_medium=email

Big Ideas 2026: Part 1

www.a16z.news/p/big-ideas-2026-part-1

Your Job Just Changed Forever — Jensen Huang’s GTC 2026 Was a Warning, Not a Keynote

medium.com/activated-thinker/your-job-just-changed-forever-jensen-huangs-gtc-2026-was-a-warning-not-a-keynote-236359227c80

Finding the CEO for What Comes Next - IntelliVen

intelliven.com/finding-the-ceo-for-what-comes-next/

Over 100 Free Excel Spreadsheets - Excellence in Financial Management

exinfm.com/free_spreadsheets.html

(29) ImpactAssets: About | LinkedIn

www.linkedin.com/company/impactassets/about/

Video Project 1

www.youtube.com/watch?v=9OmvqQilLrM

Something Big Is Happening

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Stop Deploying AI. Start Designing Intelligence

sloanreview.mit.edu/article/stop-deploying-ai-start-designing-intelligence/

In 2026, Forget Being AI-Driven and Do This Instead

medium.com/@leandroguarnieri/in-2026-forget-being-ai-driven-and-do-this-instead-26e43ef94b06

glasp.co/ask/sigmundsfreund/0ad2fe88-b707-48a9-8e00-618cae615585

The 26 Most Important Ideas For 2026

www.derekthompson.org/p/the-26-most-important-ideas-for-2026?ref=refind

Harnessing the power of gen AI in private markets

www.mckinsey.com/industries/private-capital/our-insights/harnessing-the-power-of-gen-ai-in-private-markets

ELEVATE: A Value Creation Framework for Companies at all Stages of Development

chiefexecutive.net/elevate-a-value-creation-framework-for-companies-at-all-stages-of-development/

New Year Self-Discovery Questionnaire

nesslabs.com/self-discovery-questionnaire?utm_source=convertkit&utm_medium=email&utm_campaign=Ness+Labs%3A+A+Year+of+Self-Discovery+%F0%9F%8F%94%EF%B8%8F+-+20247822

Decisions in Motion: Augmenting Human Judgment with AI

academy.shiftbase.info/p/decisions-in-motion-augmenting-human?r=5xe7&utm_campaign=post&utm_medium=web

What Every Company Can Learn from Private Equity

hbr.org/2025/11/what-every-company-can-learn-from-private-equity?cid=mgp_opr-eml-nsl-omcknsl-mgp-glb--

A Leader’s Guide to World-Building in the AI-Augmented Enterprise

academy.shiftbase.info/p/a-leaders-guide-to-world-building?utm_source=substack&utm_medium=email

The Global Entrepreneurship and Development Index

link.springer.com/chapter/10.1007/978-3-319-14932-5_4

The Psychology of Strategic Relationships

www.psychologytoday.com/us/blog/leadership-diversity-and-wellness/202412/the-psychology-of-strategic-relationships?ref=refind

The You AI

seanthielen.substack.com/p/the-you-ai

3-2-1: On having high standards, the secret to willpower, and how to be strong yet flexible

jamesclear.com/3-2-1/november-27-2025

Mastering Execution in the Age of AI and Uncertainty | By Octopus Competitive Intelligence Agency

www.octopusintelligence.com/mastering-execution-in-the-age-of-ai-and-uncertainty/

Thought Partnership | Thinking Styles Guidebook

www.digitalfluency.guide/thinking-styles/thought-partnership

Why AI still struggles to tell fact from belief

news.stanford.edu/stories/2025/11/ai-language-models-facts-belief-human-understanding-research?utm_source=www.theneurondaily.com&utm_medium=newsletter&utm_campaign=dr-fei-fei-li-the-godmother-of-ai-on-why-we-need-spatial-intelligence&_bhlid=3d4e06a549deadd94d720662e53a47816e40bf4c

2026 predictions: Hybrid human-agent teams and the death of the billable hour

www.digitaljournal.com/business/2026-predictions-hybrid-human-agent-teams-and-the-death-of-the-billable-hour/article

Google NotebookLM | Note Taking & Research Assistant Powered by AI

notebooklm.google.com/notebook/758665a1-20bb-47c4-847c-67188bc4a380

AI Consulting Services Market Size, Trends & Forecast Report

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ASPI’s two-decade Critical Technology Tracker: The rewards of long-term research investment - ASPI

www.aspi.org.au/report/aspis-two-decade-critical-technology-tracker/

Inside the AI startups reinventing consulting: 'It's not as good as McKinsey, but it's instant'

finance.yahoo.com/news/inside-ai-startups-reinventing-consulting-093601558.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuYmluZy5jb20v&guce_referrer_sig=AQAAAIkncFZgZpVV92-s4PJFiBbrgiUaVZWJUgGGaDEJBUhemd8OBDzNxLOnvvsfGmZXfYxUud0gBwmQ4kC8euSJ-8QwGBL1f3BsuWy92uv0-wmmk393THq9vehf3-EL5OfrEL3Gzan-l-Dbq3X7Zfo7zVcv5rhAQM4jZ3HWXr6hCAvh

The Future of Private Capital Markets: How PitchBook Is Shaping Global Investing

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Google NotebookLM | Note Taking & Research Assistant Powered by AI

notebooklm.google.com/notebook/9b3000e7-2706-44ca-8e90-03f581c646c2

The Lost Art Of Thinking Historically | NOEMA

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How AI is a Game Changer for the Leader Who Reads

alexrandallkittredge.substack.com/p/how-ai-is-a-game-changer-for-the

What makes someone an expert?

theelearningcoach.com/learning/the-experts-brain/

Introducing the Cosmos Institute

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Human capital at work: The value of experience

www.mckinsey.com/capabilities/people-and-organizational-performance/our-insights/human-capital-at-work-the-value-of-experience

The Knowledge Worker’s Dilemma: Brains Built for Insight, Systems Built for Chaos

observer.com/2025/05/multitasking-and-memory-overload-undermine-knowledge-workers/

Why We’re Choosing AI Over Humans

substack.com/home/post/p-171202997?source=queue

An incompetent way to pursue peace in Ukraine

www.ft.com/content/022640b5-32eb-461a-89e6-2e3b545195cb?fbclid=IwY2xjawMPHyhleHRuA2FlbQIxMQBicmlkETFqaXVEelloYmFxYnBrVXA0AR41Lya_f6fAUYMb_33APZ-5i6avipVhXPF0Snfwq_JvrgVzdni31oqOAqaYJw_aem_qNimgeDhtg4xX7fsFTzpeQ

The Great Legacy Extinction: AI's $20T Takeover of Professional Services

substack.com/home/post/p-159865860

Mastering the Art of Business Model Detective Work: Your Complete Guide to Strategic Company Analysis in 2025

www.genspark.ai/spark?id=50d9ad9a-e77f-45ad-9b42-40e6a04ebd86