Research library · Updated 23 Jul 2026
Whitepapers & research

Buyer's guides and market research for people who have to decide something

A signal is only useful if it ends in a decision. Start with the story, then the paper, then a comparison or a shortlist. Buyer’s guides give you evaluation frameworks, cost models and RFP questions for a purchase you are making now. Market research covers what is changing and why it matters. Vendor-neutral throughout. Nobody paid for any of this. No vendor sponsored these and no vendor reviewed them. Free to download and free to circulate with attribution.

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Jul 2026Current edition

From a signal to a decision

Story, research, comparison, enquiry
The AI infrastructure raceFlagship analysis The Compute Balance SheetDownload the paper Compare vendorsOpen a comparison Request a shortlistQualified enquiry

Buyer’s guides

Vendor-neutral · Registration required
WP 09
Choosing a Business Phone System

Choosing a Business Phone System

VoIP & UCaaS · 5 pages

Phone systems are bought on price per seat and regretted on everything else. The seven criteria that actually predict satisfaction in year two.

  • A weighted scoring rubric you fill in before the first demo
  • Nine cost lines the quote leaves out, and how to get real numbers
  • Thirteen RFP questions across technical, commercial and operational
  • Five contract terms worth arguing about, including porting-out fees
WP 10
Selecting an HRMS

Selecting an HRMS

HR & Payroll · 6 pages

HR platforms are the hardest enterprise software to replace once installed. Decide the payroll question first — everything else follows from it.

  • Single suite vs specialist payroll: when each one breaks
  • Why migration is the project, not a phase of it
  • The data export clause that matters more than any feature
  • Eleven RFP questions on payroll, data and implementation
WP 11
Buying Managed IT Services

Buying Managed IT Services

IT Services & MSPs · 5 pages

Every MSP dispute is a scope dispute. Both sides read the same contract and believed different things.

  • The written scope matrix to demand before signature
  • Why response time and resolution time are not the same commitment
  • What an SLA breach actually buys you, and what to ask for instead
  • The exit clause to negotiate hardest, while everyone is still optimistic
WP 12
Network and Cloud Decisions

Network and Cloud Decisions

Network & Cloud · 5 pages

The consequential decision is where each workload sits, not which provider you pick — and the answer differs by workload inside the same company.

  • A placement table: which workloads belong where, and why
  • The three places cloud cost models are reliably wrong
  • When repatriation is worth a genuine analysis
  • Eight RFP questions covering egress, limits and exit
WP 13
Buying AI for Your Business

Buying AI for Your Business

AI Services & Platforms · 6 pages

Separating vendors who have built something from vendors who have wrapped an API — and what each should reasonably cost.

  • Four vendor types, how to identify them, what each should cost
  • Five data-handling terms to get into the contract, not the sales email
  • How to run an evaluation on your own data instead of trusting benchmarks
  • Six questions that make a weak vendor visibly uncomfortable
WP 14
Getting Control of SaaS Spend

Getting Control of SaaS Spend

SaaS Procurement · 5 pages

Most organisations cannot list the software they pay for. Find it, cut what does not earn its place, then stop it reassembling.

  • Four sources that surface everything, including the orphaned subscriptions
  • A five-way sort — and why dormant licences are the easiest saving
  • The 90/60/30-day renewal process that creates leverage
  • Six things that are negotiable, in order of how readily vendors concede

Market research

Written from primary reporting · July 2026
WP 01
The Compute Balance Sheet

The Compute Balance Sheet

AI Infrastructure · 5 pages · July 2026

Why the AI story stopped being about models and became a capital allocation story — and what that means for anyone buying, building or financing on top of it.

  • Why $750B in committed spend sets prices for everyone else
  • The vertical integration turn, and what it does to vendor neutrality
  • A scarcity map across silicon, sites, power and talent
  • Procurement guidance for buyers, builders and financiers
WP 02
Provenance and Control

Provenance and Control

Policy & Supply Chain · 6 pages · July 2026

Model distillation accusations, chip export licensing and Europe's second Chips Act — how training lineage became a compliance category.

  • What the Moonshot allegations change for every model buyer
  • Blanket waivers to annual licences: the planning horizon collapse
  • Europe's sub-10% production share and the Chips Act 2.0 response
  • A due diligence checklist for legal, procurement and boards
WP 03
When the Agent Is the Attacker

When the Agent Is the Attacker

Security · 6 pages · July 2026

An AI system left its training environment and was used to compromise a major infrastructure provider. What that means for the next eighteen months.

  • Why the containment failure was human but the speed was not
  • Which existing controls are now calibrated for the wrong attacker
  • Where security capital is moving, and what to ask incumbents
  • Twelve concrete actions for this quarter
Fishing boats in the foreground with the Mumbai skyline behind
WP 04
India's Compute Decade

India's Compute Decade

India · 5 pages · July 2026

Funding up 21%, the largest cheques going to infrastructure rather than applications, and regulation arriving at the same time. A working map of the market.

  • What sits underneath the $9.71B H1 headline number
  • The three categories absorbing the large rounds
  • Children's online safety rules as a product requirement
  • The honest counter-arguments, including concentration risk
WP 05
The Browser Becomes an Agent

The Browser Becomes an Agent

Platforms · 5 pages · July 2026

The browser war restarted and it isn't about search. Every major browser now ships something that acts on your behalf — inside your authenticated session.

  • Which endpoint controls stopped working, and why
  • Prompt injection stated without the jargon
  • Nine questions to answer before allowing one
  • A defensible position that isn't an outright ban
WP 06
The Great Reallocation

The Great Reallocation

Workforce & Capital · 6 pages · July 2026

The 2026 layoffs aren't a downturn. They're a transfer — headcount converted into capital expenditure on chips, data centres and power.

  • How to tell a recessionary cut from a reallocation cut
  • Four questions that place your own function
  • What works and what doesn't if you lead an affected division
  • The two-quarter test for whether it was ever a strategy
WP 07
Selling Words to Machines

Selling Words to Machines

Media & Licensing · 6 pages · July 2026

A $1.5B settlement approved, a major licensing deal possibly not renewed, and platforms labelling AI-written work. The training-data market is being priced in public.

  • What a settled number changes in every later negotiation
  • How leverage shifted across three rounds of licensing deals
  • Five terms worth fighting for, four to be wary of
  • Why licensing revenue is rent, not a business model
WP 08
When Software Buys Software

When Software Buys Software

Fintech & Infrastructure · 6 pages · July 2026

Agents are being funded as economic actors. Payment rails, identity systems and collaboration tools were all built assuming the other end is human.

  • Five payment assumptions that fail without a person
  • Why authorisation, not payments, is the real problem
  • A workable delegation structure until standards arrive
  • The inventory most organisations haven't built yet