AX Field Notes

Research

In-depth research on a single AX topic.

  1. AI Infrastructure Capital Flows and Risk Transmission

    Debt-funded investment faces a 41% drop in effective token prices.

    2026-10-26

  2. The Three Pillars of Organizational Transformation in the Agentic AI Era

    Redefining Frontline Roles, Managerial Leadership and Performance Metrics (KPIs), and Enterprise Operating System Shifts

    2026-10-02