Insights.
Weekly research for CFOs, COOs, and Chief AI Officers on bounded agentic systems, the integrator motion, and the gap between what large firms announce and what they actually ship. Each entry is paired with the shipping-evidence read of a quiet mover in the same sector.
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Short research note in your inbox once a week. No tactics, no listicles, no sales pitch. Written for CFOs, COOs, and Chief AI Officers.
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Autopsy
June 8, 2026
Autopsy: Allstate Corp (ALL)
Sector: Fire, Marine & Casualty Insurance (SIC 6331) Revenue band: Large-cap P&C insurer (NYSE-listed, CIK 0000899051) Previously covered: No The announcement side Allstate's CEO publicly described a new AI agent system intended to lower...
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Autopsy
June 1, 2026
Autopsy: Progressive Corporation (PGR)
Sector: Personal lines insurance (auto, home, special lines) Revenue band: ~$75B+ TTM (FY2024 total revenues, per company disclosures) Previously covered: No The announcement side April 28, 2025: Progressive announced plans to hire more...
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Autopsy
May 11, 2026
Autopsy: Centene Corporation (CNC)
Sector: Government-sponsored managed care (Medicaid, Medicare Advantage, Marketplace) Revenue band: ~$163B FY2024 premium and service revenue ($142.3B premium + service, per FY2024 earnings release) Previously covered: No The announcement...
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Autopsy
April 27, 2026
Autopsy: JPMorgan Chase & Co. (JPM)
Sector: Diversified banking / national commercial bank (SIC 6021) Revenue band: ~$170B+ TTM (largest U.S. bank by assets) Previously covered: No The announcement side CEO Jamie Dimon and CFO Jeremy Barnum have publicly framed AI as a...
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Autopsy
April 20, 2026
Autopsy: International Business Machines Corp (IBM)
Sector: Computer and office equipment, enterprise software and services (SIC 3570) Revenue band: ~$62B (FY2025) Previously covered: No The announcement side April 9, 2026: Rob Thomas, SVP IBM Software and Chief Commercial Officer...
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Autopsy
April 13, 2026
Autopsy: Accenture plc (ACN)
Sector: Global professional services / IT consulting Revenue band: ~$65B+ TTM (FY2025), Q3 FY2026 guidance $18.35B–$19.0B Previously covered: No The announcement side March 17, 2026 — Accenture and Databricks announce expanded partnership...
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Subscribe to the weekly briefing.
Each Thursday morning, a short research note pairing an autopsy of a large-firm announcement with the shipping-evidence read of a quiet mover in the same sector. Written for CFOs, COOs, and Chief AI Officers.
One email per week. Unsubscribe at any time.