Grey literature & white papers, engagement debriefs, opportunity signals, and opinion
010
The capital allocation problem in musicHow disconnected market intelligence, competitive blind spots, and operational inertia compound capital inefficiency for institutional rights holders
04.2026
In progress
009
Catalog acquisition mispricingStructural inefficiencies in how legacy assets are valued and traded
03.2026
Available
008
Distribution economics revisited in the age of AI musicOpportunity signal
02.2026
By invitation
007
Advertising, music, and reachHow audience fragmentation has made the single song placement obsolete and what replacing it looks like
01.2026
Available
005
What streaming platforms get wrong about power usersOpportunity signal
09.2025
By invitation
006
Deal term erosion for institutional rights holders in musicHow record labels are systematically surrendering leverage and what it means for their core business
11.2025
Available
004
AI-generated music as asset classValuation uncertainty in synthetic catalog
06.2025
Archived
003
Music in commercial spacesHow data-driven music curation drives consumer spend and product engagement
03.2025
Available
002
The DIY ecosystem comes of ageHow independent music infrastructure is maturing in the shadow of institutional rights holders
01.2025
Archived
001
The Pirahã problemHow institutional language constrains strategic imagination and what it costs