Research and Methodology Archives | Small Island Research Notes

After the Groq Move, NVIDIA’s Moat May Be Deeper Than It Appears

Jane2026-03-20T13:38:28+08:00March 20th, 2026|Categories: Global Business Dynamics, Strategic Tech and Market Signals|Tags: AI Hardware and Chips, AI Strategy and Ecosystem, Groq, Market Sentiment and Reflexivity, Narrative and Trust, NVIDIA, Research and Methodology, Supply Chain and Manufacturing|

Executive Summary At first glance, NVIDIA’s move to incorporate the Groq-based NVIDIA Groq 3 LPX into the Vera Rubin platform may look like a new approach to inference workload allocation. But the real focus of this article is not the technical detail itself. It is whether this move suggests that NVIDIA’s moat may be deeper than it previously appeared. The argument here is that NVIDIA’s competitive strength may not rest only on chip performance, the

What Companies Really Value in Talent: Lessons from Accenture’s Shifting Philosophy

Jane2025-10-05T16:08:32+08:00October 9th, 2025|Categories: Cultural Signals and Emerging Trends, Global Business Dynamics|Tags: Accenture, Leverage and Talent Strategy, Market Sentiment and Reflexivity, Research and Methodology|

Executive Summary This article explores how corporate views on talent have evolved over the past two decades, using Accenture’s shifting language as a lens. Five stages stand out: the cost era of scale, the post-crisis emphasis on governance, the rise of digital transformation, the integration of cloud ecosystems, and today’s AI era. Each stage reflects a different source of leverage, moving from scale and efficiency to cross-domain expertise, platform integration, and now the amplification of

Industry Research Without Prediction

Jane2025-09-21T10:56:48+08:00July 25th, 2025|Categories: Cultural Signals and Emerging Trends, Future Scenarios and Design|Tags: Market Sentiment and Reflexivity, Narrative and Trust, Research and Methodology|

Executive Summary: The Limits of Forecasting, the Absence of Institutional Feedback, and the Enduring Value of Observation Industry researchers are often asked to predict the future: next quarter’s market share, five-year growth trajectories, the next destination in the global supply chain. But are such expectations realistic? Without systems for timely feedback, institutional validation, or long-term credibility building, can industry analysis truly bear the burden of forecasting? This essay reframes the issue from a structural perspective.

AI Research and Reflexivity: A Quiet Note on the Future of Interpretation, When Every Research Firm Uses AI

Jane2025-09-21T11:58:39+08:00June 6th, 2025|Categories: Featured Notes, Future Scenarios and Design|Tags: AI Strategy and Ecosystem, Market Sentiment and Reflexivity, Narrative and Trust, Research and Methodology|

Introduction Industry research is entering a quiet turning point. AI is no longer just a tool for organizing data or identifying trends. It is now being used to launch apps, build interactive platforms, and reshape how knowledge itself is delivered. What does this mean for the future of research and consulting? This note does not aim to forecast, but to sense the early shifts that already press against us, quietly altering the ground beneath our

What AI Can’t Replace: A Knowledge Worker’s Quiet Question in the Age of AI

Jane2025-08-28T17:20:33+08:00May 29th, 2025|Categories: Cultural Signals and Emerging Trends|Tags: Market Sentiment and Reflexivity, Narrative and Trust, Research and Methodology|

Executive Summary In an era where even industry research may be reshaped by AI, I found myself asking: If my way of thinking and working can be replicated, what’s still mine? This is a quiet reflection from someone doing knowledge work, about self-doubt, about trying to find a personal rhythm again, and about what it means to have a relationship with thought. I Don’t Dislike AI In fact, I kind of like it. It