MOATT BLACK: REPORT No.01 The Ghost In The Machine.

How compute economics, throttling and variable intelligence could reshape the AI business model.

THE SUCCESSION PROBLEM

A thesis we coined in May this year, as firms continue to replace junior staff with AI, cutting costs for PR headlines to improve stock prices. It goes without saying that big tech loves to follow a trend, and this is the current misplaced party line.

THE DOCKET: AUGUST

Hidden fees, phantom managers, and media giants at the bar: Court's in session.

Josh Kushner Is Pouring Capital into Culture

At Moatt Capital we believe that as AI and LLMs grow in capability and strength; brand, culture and discernment of taste become the most important plays, and are increasingly the only differentiating factor.

THE DOCKET: JULY

Hidden fees, phantom managers, and media giants at the bar: Court's in session.

All Counsel, No Firm

THE DOCKET: JUNE

Memoirs, models, and media giants in the crosshairs: Court's in session

Audemars Piguet x Swatch: Luxury's AI Distress Signal

THE DOCKET: MAY

Fraud, fines, and platforms playing dirty: Court's in session.

THE ASSOCIATE PROBLEM

The firms that survive AI won't just be the ones who automated fastest. They'll be the ones the best people still wanted to work for. That's a culture problem dressed as a technology problem.