THE CAERUS BRIEF
Intelligence for
executives who act.
White papers, frameworks, and analysis on AI strategy, revenue transformation, and enterprise execution.
LONGFORM · APRIL 2026
From EDS to Anduril:
The Services Revolution
Why Services Firms Deliver Outsized Returns at Every Technology Inflection — Sixty Years of Evidence
Every major technology transition produces the same pattern: the services firm that closes the adoption gap earns returns no product company in the same wave can match. From EDS to Anduril — and what AI opens now.
Caerus Alpha Research
WHAT THIS BRIEF COVERS—EDS and the mainframe era: 9.7× in eighteen months
—IBM’s services pivot: $13 → $215 over twenty years
—Accenture, Booz Allen, and four models of irreplaceability
—Why the consulting primes are losing ground
—Anduril: building before the contract exists
—The Caerus Alpha thesis and the AI adoption gap
ISSUE 004 · APRIL 2026
The Era of Intelligent Machines
AI operates as a general-purpose enabling technology — seven principles for organizations navigating the reconstitution.
ISSUE 003 · MARCH 2026
The Cost Economics of Generative AI
Five structural trends reshaping how enterprises budget, build, and buy AI capabilities — with interactive data visualizations.
ISSUE 002 · FEBRUARY 2026
The Agentic Enterprise Shift
Why the Transition from Reactive Tools to Autonomous Systems Will Define Competitive Advantage Through 2030
ISSUE 001 · JANUARY 2026
The AI Productivity Paradox
Why 80% of Enterprise AI Initiatives Fail to Move the Bottom Line — and What the 6% Who Succeed Do Differently
IN PREPARATION
More briefs in the making.
The Caerus Brief publishes original analysis on the strategic questions that matter to enterprise revenue leaders. New issues released as the thinking matures — not on a content calendar.