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Everything we have published, newest first.


OpenAI is becoming a consulting firm, and McKinsey helped them do it

OpenAI is becoming a consulting firm, and McKinsey helped them do it

San (Ex-Deloitte, Accenture & Oracle)

•

May 15, 2026

One number keeps showing up right before the layoffs

One number keeps showing up right before the layoffs

San (Ex-Deloitte, Accenture & Oracle)

•

May 12, 2026

Whoop just raised $575M and is hiring 600 people

Whoop just raised $575M and is hiring 600 people

San (Ex-Deloitte, Accenture & Oracle)

•

May 8, 2026

Companies fired workers for AI, now they want them back

Companies fired workers for AI, now they want them back

San (Ex-Deloitte, Accenture & Oracle)

•

May 6, 2026

What the end of Spirit Airlines actually tells us

What the end of Spirit Airlines actually tells us

San (Ex-Deloitte, Accenture & Oracle)

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May 4, 2026

Our GDP is up, so why do restaurants still look empty?

Our GDP is up, so why do restaurants still look empty?

San (Ex-Deloitte, Accenture & Oracle)

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May 1, 2026

Why investors love it when companies fire people for AI

Why investors love it when companies fire people for AI

San (Ex-Deloitte, Accenture & Oracle)

•

Apr 29, 2026

Microsoft just offered buyouts for the first time in 51 years

Microsoft just offered buyouts for the first time in 51 years

San (Ex-Deloitte, Accenture & Oracle)

•

Apr 27, 2026

The economy feels worse than it is

The economy feels worse than it is

San (Ex-Deloitte, Accenture & Oracle)

•

Apr 24, 2026

Retail sales just jumped 1.7%

Retail sales just jumped 1.7%

San (Ex-Deloitte, Accenture & Oracle)

•

Apr 22, 2026

Half your coworkers now use AI at work

Half your coworkers now use AI at work

San (Ex-Deloitte, Accenture & Oracle)

•

Apr 20, 2026

65% of Snapchat's code is now AI-generated

65% of Snapchat's code is now AI-generated

San (Ex-Deloitte, Accenture & Oracle)

•

Apr 16, 2026

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Second Ladder

The 5-minute briefing by San (ex-Deloitte) on market signals and opportunities at tech companies. Read by 52,000+ professionals.

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