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The AI Payoff Gap: Where's the ROI?
AI investment is booming. But where's the ROI?

Anthony Feret
9 hours ago1 min read
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The Cheapest Power Plant for AI Might Be the One Nobody Builds
Part 3 of 3 in the series Who Pays for the AI Grid.

Anthony Feret
Oct 251 min read
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Data Center Pushback: Capital Gets Selective
Part 2 of 3 in the series Who Pays for the AI Grid.

Anthony Feret
Oct 151 min read
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AI and the Travel Booking Funnel: A Bill or an Eviction Notice for OTAs?
Part 2 of 2 in the series AI vs. the Travel Booking Funnel.

Anthony Feret
Oct 111 min read
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Who Actually Pays for the AI Data Center Boom?
Part 1 of 3 in the series Who Pays for the AI Grid.

Anthony Feret
Oct 41 min read
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The AI Travel Agent Is No Longer a 2030 Thesis
Part 1 of 2 in the series AI vs. the Travel Booking Funnel.

Anthony Feret
Sep 271 min read
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2026 Lodging Outlook: Resilient Demand, Unforgiving Margin Math
The lodging industry is resilient, but the margin math is unforgiving.

Anthony Feret
Feb 221 min read
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Agentic AI Is the Operating Model for 2026
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.

Anthony Feret
Oct 26, 20251 min read
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Private Equity's Liquidity Crunch: A Strategic Inflection Point
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.

Anthony Feret
Sep 7, 20251 min read
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Building Better FP&A Mousetraps: Lessons from the 2025 FP&A Trends Survey
I just finished skimming the 2025 FP&A Trends survey, and it got me thinking about how to build better FP&A mousetraps.

Anthony Feret
Aug 3, 20251 min read
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Homebuilding, Land Banks, and the Asset-Light Bet
I've been doing some research on homebuilding finance, land banks, and the housing market. Three recent reads paint an interesting, if cautious, picture.

Anthony Feret
Jul 30, 20251 min read
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