Weekly Briefing
A quick roundup of analysis published across our newsletters.
Here’s some of what we produced across The Intelligence Council this week across multiple verticals. Thanks for reading, and feel free to forward the newsletter, or share a specific article, with a colleague or friend.
Best,
Adil Husain
Founder
Highlights from this week:
Strategy, Intelligence and Research: Selecting the Right Strategy Firm in the Age of AI
Automotive Tech: The Feature Economy Has Entered a New Cycle
Higher Ed and Workforce: The Real Currency of Credentialing is Institutional Legitimacy
K-12: There are significant business opportunities related to Mamdani’s NYC’s Universal Childcare Plan
K-12: Federal and State Budget Delays Are Becoming a District Operational Risk
Quick note before the roundup: The Intelligence Council is nearing half a million subscribers across its publications, and we’re preparing for the next phase. I’m looking to connect with operators and builders who’ve scaled premium media, executive platforms, or high-trust communities. If someone you know fits that description, feel free to connect us: director@intelligencecouncil.com
1. From Strategy, Intelligence, and Research Executive Intelligence
For decades, consulting firms have followed the same geometry: pyramids scaled. Armies of junior analysts fed a narrow tier of partners. AI has broken that model. The large firms aren’t dying, but compressing into what HBR calls obelisks—senior-heavy structures that we believe will continue to trade on governance, brand assurance, and the ability to mobilize expertise at scale. At the other end of the spectrum, are what we call ‘reputiques’—small, expert-led firms built around credibility, networks, and AI fluency. Firms like Emerging Strategy. Both obelisks and reputiques can thrive; but mid-sized firms with middling brands will feel the squeeze.
For clients, the decision is no longer “which firm?” but which structure fits the mandate. Big, political, board-visible programs still warrant the institutional cover of an obelisk. Bounded, time-sensitive, or contrarian problems favor a reputique’s speed and senior attention. The industry is moving towards a barbell: two strong ends, not much in the middle. The smartest clients are learning to stage work between them.
2. From Automotive Technology Executive Intelligence
The vehicle feature economy has flipped. Hardware and comfort features no longer command premiums as OEMs run cost-down programs and regulators push more content from “optional” to “mandatory.” The margin is now in integration layers, zonal controllers, middleware, validation stacks, and thermal/power systems that sustain reliability at scale.
While consumers are less willing to pay for comfort bundles, high-complexity components like 800-volt SiC inverters and EV heat pumps still hold pricing power. With the U.S., Europe, and China taking different regulatory paths, the suppliers that consolidate, integrate, and solve system-level problems will capture the next profit cycle.
The intelligence brief:
3. From Higher Education Executive Intelligence and Workforce Executive Intelligence
Success in credentialing and assessments doesn’t begin with great UX or consumer popularity. It begins with the gatekeepers: universities, employers, and regulators.
We break down why IELTS overtook TOEFL, how Duolingo surged once institutions accepted it, and why employer-driven credentials like AWS or SHRM reshape entire preparation markets. Entrants who chase consumer delight before earning institutional acceptance almost always lose. Those who secure an early endorsement from influential institutions activate the entire adoption cascade.
Legitimacy isn’t the by-product. It’s the product.
The article:
4. From K-12 Executive Intelligence
Mayor-elect Mamdani’s childcare initiative is not a program change—it’s a sector build. A $10–14 billion expansion will turn early learning into a major civic industry that blends public funding, private execution, and long-horizon infrastructure spending.
Expect rapid construction, new operator models, workforce system redesign, and long-term contracting opportunities. Technology platforms will become the backbone for accountability and compliance. Investors will find infrastructure-like returns as centers scale and compete for DOE and ACS contracts. Universal childcare is being positioned as an economic engine, not a social service.
The intel brief:
5. From K-12 Leadership Intelligence and K-12 Executive Intelligence
State and federal budget delays are forcing districts to borrow just to meet payroll. Liquidity risk is rising fast in places like Pennsylvania and Illinois, where timing volatility has become routine.
Our briefing shows how continuation budgets, the end of ESSER, and unpredictable state cash flows are creating structural instability. District leaders are now using treasury-style tools: stress tests, credit authorizations, runway modeling—to manage what has quietly become one of the most important operational risks in K-12.
The briefing:
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