As nonprofit funding becomes less predictable, RA Partners’ Ryan Alexander argues that the dividing line is balance sheet capacity: the ability to plan, absorb risk and operate over time. In an environment where some organizations can act strategically while others must wait for cash, financial strength is determining which missions can be sustained.
Delta CEO Ed Bastian, speaking from his three decades of experience in the industry, predicts rising fuel prices will accelerate airline mergers and deep structural change across the sector.
As hyperscale data center investment reaches record levels, infrastructure investor Neel Khokhani argues that the industry's relentless pursuit of concentration is accumulating a form of risk that efficiency metrics were never designed to measure. Khokhani contends that the future of compute will be defined by what gets built closer to the ground.