The Searchlight

Signal. Playbook. Spotlight. Every Friday.
Spotlight rotates between IP and intangibles, venture and deals, and an Institute dispatch.

Latest

Mar 13, 2026

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10 min read

Adecco locks in unlimited agentic AI. Atlassian cuts 1,600 to fund its pivot. The pricing floor for enterprise AI is being set now.

Mar 6, 2026

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12 min read

The agent platform layer is fragmenting along trust lines. Here's the operator playbook for navigating what's next.

Feb 27, 2026

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9 min read

Retool data says 35% of teams replaced SaaS with custom builds. Here's the decision rubric operators need this week.