<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[AJF Consulting]]></title><description><![CDATA[AJF Consulting]]></description><link>https://www.ajf-consultants.com/insights</link><generator>RSS for Node</generator><lastBuildDate>Sun, 01 Nov 2026 05:14:03 GMT</lastBuildDate><atom:link href="https://www.ajf-consultants.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[The AI Payoff Gap: Where's the ROI?]]></title><description><![CDATA[AI investment is booming. But where's the ROI?]]></description><link>https://www.ajf-consultants.com/post/the-ai-payoff-gap-wheres-the-roi</link><guid isPermaLink="false">fd47fa89-06ea-483b-8a75-34715b81186c</guid><pubDate>Sat, 31 Oct 2026 19:54:08 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_d3412c7e4ada485a892ff4b7b127b5e7~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[The Cheapest Power Plant for AI Might Be the One Nobody Builds]]></title><description><![CDATA[Part 3 of 3 in the series Who Pays for the AI Grid.]]></description><link>https://www.ajf-consultants.com/post/the-cheapest-power-plant-for-ai-might-be-the-one-nobody-builds</link><guid isPermaLink="false">12326bf6-4299-493c-a58c-3d833f310aa1</guid><pubDate>Sun, 25 Oct 2026 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_3ff8120b6c874bb2aa268d9b8ffdd643~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[Data Center Pushback: Capital Gets Selective]]></title><description><![CDATA[Part 2 of 3 in the series Who Pays for the AI Grid.]]></description><link>https://www.ajf-consultants.com/post/data-center-pushback-capital-gets-selective</link><guid isPermaLink="false">c6b1289a-b3cc-4e9d-adc4-5f9d3be09f97</guid><pubDate>Thu, 15 Oct 2026 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_3ff8120b6c874bb2aa268d9b8ffdd643~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[AI and the Travel Booking Funnel: A Bill or an Eviction Notice for OTAs?]]></title><description><![CDATA[Part 2 of 2 in the series AI vs. the Travel Booking Funnel.]]></description><link>https://www.ajf-consultants.com/post/ai-and-the-travel-booking-funnel-a-bill-or-an-eviction-notice-for-otas</link><guid isPermaLink="false">485bcab1-5941-4bce-bd78-0ca5c795f7a7</guid><pubDate>Sun, 11 Oct 2026 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_6b28d6f372e04a13ac8731cace584d7d~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[Who Actually Pays for the AI Data Center Boom?]]></title><description><![CDATA[Part 1 of 3 in the series Who Pays for the AI Grid.]]></description><link>https://www.ajf-consultants.com/post/who-actually-pays-for-the-ai-data-center-boom</link><guid isPermaLink="false">3daec980-5077-418a-b292-99cea143c1b3</guid><pubDate>Sun, 04 Oct 2026 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_3ff8120b6c874bb2aa268d9b8ffdd643~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[The AI Travel Agent Is No Longer a 2030 Thesis]]></title><description><![CDATA[Part 1 of 2 in the series AI vs. the Travel Booking Funnel.]]></description><link>https://www.ajf-consultants.com/post/the-ai-travel-agent-is-no-longer-a-2030-thesis</link><guid isPermaLink="false">e470b35e-b3e1-4196-ab23-2a0674d0531f</guid><pubDate>Sun, 27 Sep 2026 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_6b28d6f372e04a13ac8731cace584d7d~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[2026 Lodging Outlook: Resilient Demand, Unforgiving Margin Math]]></title><description><![CDATA[The lodging industry is resilient, but the margin math is unforgiving.]]></description><link>https://www.ajf-consultants.com/post/2026-lodging-outlook-resilient-demand-unforgiving-margin-math</link><guid isPermaLink="false">868f32bf-d303-4a8a-b6d9-c670ad074870</guid><pubDate>Sun, 22 Feb 2026 06:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_6b28d6f372e04a13ac8731cace584d7d~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[Agentic AI Is the Operating Model for 2026]]></title><description><![CDATA[Agentic AI isn't a side project anymore. It's the operating model for 2026. CFOs and CIOs who orchestrate agents across teams will win.]]></description><link>https://www.ajf-consultants.com/post/agentic-ai-is-the-operating-model-for-2026</link><guid isPermaLink="false">6ad9fa64-4b58-4d1a-b928-d71b5b3d09d4</guid><pubDate>Sun, 26 Oct 2025 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_d3412c7e4ada485a892ff4b7b127b5e7~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[Private Equity's Liquidity Crunch: A Strategic Inflection Point]]></title><description><![CDATA[According to the Financial Times, PE fundraising just hit a 7-year low ($592B raised in the 12 months to June, down nearly 30% from 2021). Even with fee cuts, early-bird discounts, and capped expenses, firms are struggling to attract capital. Why? Because they can't return it.]]></description><link>https://www.ajf-consultants.com/post/private-equitys-liquidity-crunch-a-strategic-inflection-point</link><guid isPermaLink="false">bd446f26-b0f3-4d86-8955-87f04f13538c</guid><pubDate>Sun, 07 Sep 2025 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_5af58357072f4c3b9d8a2c656f8c1b72~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[Building Better FP&#38;A Mousetraps: Lessons from the 2025 FP&#38;A Trends Survey]]></title><description><![CDATA[I just finished skimming the 2025 FP&#38;A Trends survey, and it got me thinking about how to build better FP&#38;A mousetraps.]]></description><link>https://www.ajf-consultants.com/post/building-better-fpa-mousetraps-lessons-from-the-2025-fpa-trends-survey</link><guid isPermaLink="false">623cba32-9146-4281-8c4a-783c41fc2b44</guid><pubDate>Sun, 03 Aug 2025 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_a6ba80b1d36f4e478e1cf6241e137b9b~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item><item><title><![CDATA[Homebuilding, Land Banks, and the Asset-Light Bet]]></title><description><![CDATA[I've been doing some research on homebuilding finance, land banks, and the housing market. Three recent reads paint an interesting, if cautious, picture.]]></description><link>https://www.ajf-consultants.com/post/homebuilding-land-banks-and-the-asset-light-bet</link><guid isPermaLink="false">87b1de21-0262-4ea2-838c-5bf76dbceec8</guid><pubDate>Wed, 30 Jul 2025 05:00:00 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/20b8ff_5af58357072f4c3b9d8a2c656f8c1b72~mv2.jpg/v1/fit/w_1000,h_941,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Anthony Feret</dc:creator></item></channel></rss>