Solven Journal
Notes from the frontier, as it moves.
Short, practical writing on what is actually changing in AI: new models, new tooling, and what it means for firms where judgment is the product. Signal over noise, always.
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Editors of drafts they cannot defend
The real failure mode of an AI rollout is not that analysts refuse the tools; it is that they end up polishing arguments they never built.
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How to tell whether the AI is real
The questions that separate durable AI capability from rented capability, asked the way a deal team can actually ask them this quarter.
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Making every token earn its place
AI costs are metered and shaped by usage, which makes them easy to burn on low-value work; the remedy is a workflow-level P&L, not a bigger budget.
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