THE CAERUS BRIEF
Intelligence for
executives who act.
White papers, frameworks, and analysis on AI strategy, revenue transformation, and enterprise execution.
LONGFORM · MAY 2026
The AI Operating Partner
Why an Old Form Reappears Whenever Technology Outpaces Absorption
A century of professional services traces a single pattern. One kind of firm — strategic judgment paired with operational accountability, working from inside the client — keeps disappearing from the consulting industry and returning under each new general-purpose technology.
Caerus Alpha Research
WHAT THIS BRIEF COVERS—Taylor, Bedaux, and the original embedded operator
—Coase, Williamson, and Polanyi: the economic argument
—Marvin Bower's withdrawal from the operation
—KKR's rediscovery of the Operating Partner
—Bresnahan and Trajtenberg's general-purpose technology pattern
—The five disciplines that distinguish responsible firms
ISSUE 006 · MAY 2026
From Coase to the Agent
Why the economics of the firm are about to be rewritten — ninety years of organizational economics read against the unit economics of autonomous knowledge work.
LONGFORM · APRIL 2026
From EDS to Anduril: The Services Revolution
Why services firms deliver outsized returns at every technology inflection — sixty years of evidence, from mainframes to AI.
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.