The flagship paper
Pilot Purgatory
The mispriced variable is not the model. It is the rate at which organizations change what they do.
AI is the first technology in a generation with the leverage to break the West's long stagnation outside of bits. That break only happens if AI is deployed in the operating businesses that make up the public market. Too often it is not.
Companies announce pilots and generate headlines, yet their audited statements show little movement in labor leverage, gross margin, or SG&A productivity. The distance between what management claims and what the statements show is an organizational problem before it is a technical one. It is where Sargasso invests.
The full diagnostics, case studies, Constructivist Playbook and forward scenarios are set out in Pilot Purgatory, published May 2026.