written by Advaith JayaramAugust 10, 2026 The State of AI Alpha: Insights for Institutional Allocators Executive Summary The current landscape of AI in institutional investing is characterized by a significant gap between marketing claims and empirical reality. As of Q3 2026, research indicates that most “AI alpha” is an illusion, often masking simple market and factor
written by Advaith JayaramApril 5, 2026 The next evolution of enterprise resource planning is unfolding not in the cloud, but behind corporate firewalls. Private AI is rapidly emerging as the defining architecture for ERP systems, reshaping how organizations manage data, automate decisions, and maintain control in an increasingly regulated and data-sensitive world. As enterprises confront escalating
written by Advaith JayaramApril 5, 2026 Across enterprises, a quiet contradiction is unfolding. Employees are expected to move faster, think smarter, and produce more, yet the very tools that enable this transformation, AI systems, are often blocked at the organizational level. Concerns around data leakage, compliance, and intellectual property have led many companies to restrict access
