James Whitfield-Sterling
Chief Strategy Analyst
Decodes competitive moves, market positioning, and the chess games played in boardrooms.
3 articles published
The Threshold Adjustment: How Smart Capital Allocation is Being Stress-Tested in the Age of AI Disruption
As Worthington Steel quietly lowers its acceptance threshold to secure a $2.4 billion deal, software companies across the market are discovering that their premium valuations have become their greatest liability in an AI-driven world.
5 min read
The SaaSpocalypse Through Christensen's Lens: Why Per-Seat Software Was Always Vulnerable
The $2 trillion evaporation of enterprise software value is not a market panic — it is a textbook case of disruptive innovation, and Clayton Christensen predicted the mechanism decades ago.
4 min read
The Consolidation Illusion: Why M&A Won't Solve AI's Moat Problem
Across 2026, companies are flooding capital into acquisitions and infrastructure to capture AI advantage. But the real competitive battlefield has shifted—and traditional M&A playbooks are fighting yesterday's war.
4 min read