Valuation Multipliers in the Agentic Economy
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Core authority hub for Strategic Asset Intelligence
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Decision-Grade Economic Analysis The Reality Royalty The era of extractive taxation is ending. The era of generative asset management has begun. Here is how municipalities reclaim sovereignty over their digital twins. Category: ECONOMICS • Context: The Data-Rent Sovereign Playbook Executive Brief: Traditional municipal solvency relies on taxing static assets (property) and linear flows (sales/income). This … Read more
The Mirror Stack Architecting the conversion of physical geography into liquid, rentable digital equity. Executive Abstract We are witnessing the liquidity event of the century: the IPO of reality. The challenge for infrastructure owners is not merely maintaining physical roads, but capturing the value of the data those roads generate. This document outlines The Mirror … Read more
Strategic Intelligence // The Data-Rent Sovereign Playbook The ‘Open Data’ Delusion Why the passive release of civic data is not a democratic victory, but a structural transfer of wealth from municipal balance sheets to Silicon Valley shareholders. Executive Briefing For fifteen years, the “Open Data” mandate has been the golden calf of digital governance. Driven … Read more
The CAIO’s First 30 Days: The Protocol for “Data Liquidity” The Specialized Question: Why does the modern enterprise collapse under the weight of AI implementation, bleeding CapEx into “science experiments” rather than revenue acceleration, specifically during the first month of a new CAIO’s tenure? The answer is not a lack of compute, nor a lack … Read more
Model Distillation Economics: The Arbitrage of Intelligence The era of renting IQ is ending. The new margin frontier lies in siphoning reasoning capabilities from frontier models into proprietary assets you actually own. The Question: When does the rent exceed the mortgage? At what volume does calling GPT-4 or Claude 3.5 Opus via API cease to … Read more