VAP January Newsletter
January 2026 market review: AI deployment, semiconductor strength, and a broad expansion, and what each one changes for a long-term owner.
Beyond the Hype: 4 Unexpected Truths About Enterprise AI from Accenture’s Q1 2026 Earnings
Accenture’s quarter shows enterprise AI stalls on process debt and data debt. Four truths about what has to be fixed before AI scales.
