Our Work

Case Studies

In-depth AI strategy and AI investment diligence work, from operator-side transformation to investment-grade analysis of how AI is reshaping incumbent economics.

Enterprise AI Strategy Operator-side AI transformation for growth-stage and established brands
Premier Case Study
lululemon athletica  ·  Retail / Athleisure

From PAVE to Platform: Building the AI Foundation for Lululemon's Next Growth Chapter

A comprehensive AI strategy for a $10B+ premium athleisure brand navigating slowing U.S. growth, intensifying competition, and the appointment of a first-ever Chief AI & Technology Officer. We delivered a three-pillar AI framework, use case prioritization matrix, governance structure, and phased investment roadmap.

$400–600M Projected Revenue Impact
$85–110M 3-Year Investment Range
12 Initiatives Evaluated
4–7x Projected Return on Investment
AI Readiness Assessment Use Case Prioritization Competitive Benchmarking Implementation Roadmap AI Governance Financial Business Case
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lululemon Premier Case Study · AI Strategy
lululemon lululemon lululemon
AI Investment & Strategic Diligence Investment-grade analysis of AI businesses and AI's impact on incumbent economics
Investment Committee Memo
Oracle Corporation (NYSE: ORCL)  ·  AI Infrastructure Diligence

Oracle trades at 2x fair value.

A two-scenario DCF modeling Oracle's $455B AI backlog against GPU economic obsolescence and customer concentration risk across NVIDIA, AMD, and OpenAI. Memo recommends Strong Underweight / Sell with new normal fair value of $75 per share. Includes derivative implementation overlay and SAP / Workday pair trade.

$75 New Normal Fair Value
~55% Implied Downside
$455B RPO Analyzed
4 Pillars Evidence Base
AI Infrastructure Diligence Two-Scenario DCF GPU Economic Obsolescence Customer Concentration Derivatives Implementation
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ORACLE
Investment Memo · April 2026
AI Infrastructure Economics
Forecasting Case
Alphabet (NASDAQ: GOOGL)  ·  AI Economics for Incumbents

AI is making Alphabet more valuable, not less.

A two-engine business architecture modeling Search/Services and Cloud separately, with AI Overviews monetization, Gemini long-query monetization, and the 2026 CapEx / D&A trough explicitly preserved. Net call: AI raises Alphabet's continuing value, modestly. Maintain position; the 2026 entry point will look worse than fair value.

$240B Cloud Backlog Modeled
+17% YoY Q4 2025 Search Print
30.7% 2025 Cloud Margin
2 Engines Architecture Modeled
AI Economics Two-Engine Architecture AI Overviews Monetization Cloud CapEx Modeling Continuing Value Analysis
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Google
Forecasting Case · May 2026
AI Economics for Incumbents
Marketing & Analytics Applied NLP and social-listening analysis for brand, communications, and IR teams
Sentiment Analysis
Tesla, Inc. (NASDAQ: TSLA)  ·  Automotive / Brand Analytics

What 2.4M tweets say about Tesla's brand.

A natural-language-processing case study comparing VADER, a default BERT classifier, and a BERT model fine-tuned on Sentiment140 across ~2.4 million Tesla tweets from 2018 and 2020. Findings on engagement-weighted sentiment, hashtag evolution, and a clean architectural lesson on why training-data match matters more than model size.

~2.4M Tweets Analyzed
3 Sentiment Models Compared
2:1 Positive-to-Negative Ratio
+50pp Default vs Fine-Tuned BERT Swing
NLP & Sentiment Analysis VADER Fine-Tuned BERT Engagement-Weighted Sentiment Hashtag Evolution
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TESLA
Sentiment Analysis · February 2026
NLP & Social Listening