Resources

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Authors

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Arsala Khan

Plutus21 Capital

Arsala Khan

Senior Researcher

“I focus on how markets evolve and the asymmetries that come with it.”

6

pieces

6

Research

Writing

The Convergence At The Frontier

The next wave of adoption will include software doing commercial work on behalf of people and businesses. This kind of commercial activity requires infrastructure that is open and programmable.

Market Commentary

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The Convergence At The Frontier

The next wave of adoption will include software doing commercial work on behalf of people and businesses. This kind of commercial activity requires infrastructure that is open and programmable.

Market Commentary

Read

The Convergence At The Frontier

The next wave of adoption will include software doing commercial work on behalf of people and businesses. This kind of commercial activity requires infrastructure that is open and programmable.

Read

How the Fastest-Growing Companies Win Customers

GTM engineering connects data, AI, automation, and human decisions across marketing and sales to help teams reach the right buyers and act on demand.

Strategy Memo

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How the Fastest-Growing Companies Win Customers

GTM engineering connects data, AI, automation, and human decisions across marketing and sales to help teams reach the right buyers and act on demand.

Strategy Memo

Read

How the Fastest-Growing Companies Win Customers

GTM engineering connects data, AI, automation, and human decisions across marketing and sales to help teams reach the right buyers and act on demand.

Read

Data Sovereignty Is Becoming a Competitive Requirement

A framework for separating the AI stack into what companies should own, control, and rent, and why proprietary data, ontology, and the outcome loop may become increasingly important sources of enterprise value.

Strategy Memo

Read

Data Sovereignty Is Becoming a Competitive Requirement

A framework for separating the AI stack into what companies should own, control, and rent, and why proprietary data, ontology, and the outcome loop may become increasingly important sources of enterprise value.

Strategy Memo

Read

Data Sovereignty Is Becoming a Competitive Requirement

A framework for separating the AI stack into what companies should own, control, and rent, and why proprietary data, ontology, and the outcome loop may become increasingly important sources of enterprise value.

Read

AI Amplifies Good and Bad Engineering

AI amplifies strong engineering—discover why most companies get poor results with AI coding tools and what winners do differently.

Strategy Memo

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AI Amplifies Good and Bad Engineering

AI amplifies strong engineering—discover why most companies get poor results with AI coding tools and what winners do differently.

Strategy Memo

Read

AI Amplifies Good and Bad Engineering

AI amplifies strong engineering—discover why most companies get poor results with AI coding tools and what winners do differently.

Read

OpenClaw, NemoClaw, and the Path to Institutional AI

Explore OpenClaw and NemoClaw: Personal AI agents with memory and institutional control for enterprise autonomy.

Strategy Memo

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OpenClaw, NemoClaw, and the Path to Institutional AI

Explore OpenClaw and NemoClaw: Personal AI agents with memory and institutional control for enterprise autonomy.

Strategy Memo

Read

OpenClaw, NemoClaw, and the Path to Institutional AI

Explore OpenClaw and NemoClaw: Personal AI agents with memory and institutional control for enterprise autonomy.

Read

The Software Obituary Is Wrong

Software isn't dying—it's evolving. Discover why AI, no-code tools, and developer innovations expand rather than eliminate software's value and market opportunity.

Research Memo

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The Software Obituary Is Wrong

Software isn't dying—it's evolving. Discover why AI, no-code tools, and developer innovations expand rather than eliminate software's value and market opportunity.

Research Memo

Read

The Software Obituary Is Wrong

Software isn't dying—it's evolving. Discover why AI, no-code tools, and developer innovations expand rather than eliminate software's value and market opportunity.

Read

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© 2026 Plutus21

Plutus21 Investment Management, L.L.C. · Plutus21 Capital Management, L.L.C. · Plutus21 Holdings, Inc. Past performance is not indicative of future results.

For questions, issues or complaints, please contact us at coms@plutus21.com

Subscribe to our newsletter

Get the latest news, industry developments, and our perspective on what matters in business, technology, and investing, delivered directly to your inbox.

For informational purposes only. Nothing published constitutes investment advice. View full disclaimers

© 2026 Plutus21

Plutus21 Investment Management, L.L.C. · Plutus21 Capital Management, L.L.C. · Plutus21 Holdings, Inc. Past performance is not indicative of future results.

For questions, issues or complaints, please contact us at coms@plutus21.com

Subscribe to our newsletter

Get the latest news, industry developments, and our perspective on what matters in business, technology, and investing, delivered directly to your inbox.

For informational purposes only. Nothing published constitutes investment advice. View full disclaimers

© 2026 Plutus21

Plutus21 Investment Management, L.L.C. · Plutus21 Capital Management, L.L.C. · Plutus21 Holdings, Inc. Past performance is not indicative of future results.

For questions, issues or complaints, please contact us at coms@plutus21.com