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03·Vantage Perspectives

Market Context

The macro and structural shifts that change how institutional capital gets allocated.

03·Market Context

The Attention Ledger: Why Building Less Became the Hard Part

For thirty years the engineering budget did the editing. It is gone, and the discipline it enforced went with it. What remains is the one input AI did not make cheaper, which is the attention of the person on the other side of the screen.

Ben Wald · JUL 14 2026 · 12 MIN READ
AllPortfolio IntelligenceLP RelationsMarket ContextPlatform Notes
1 ARTICLE
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