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Prashant Rao

The Access Line to AI Prosperity: The Public Equity Model for the AI Boom

The Access Line to AI Prosperity: The Public Equity Model for the AI Boom

💡Executive Summary: The AI funding frenzy—with trillions in private capital pouring into infrastructure while public returns lag—has created a profound double trap: gains are heavily concentrated in a few hands, and the outsized private capital concentration introduces systemic financial instability. But governments do not need to tax or
Prashant Rao 15 Mar 2026
The Asset-Velocity Trap: Flipping Fast Fashion into a B2B Cash Machine

The Asset-Velocity Trap: Flipping Fast Fashion into a B2B Cash Machine

💡Executive Summary: The subscription economy is littered with the corpses of B2C fast-fashion rentals. They are pitched to investors as high-margin SaaS companies, but mathematically, they are high-velocity logistics nightmares fatally penalized by physical asset depreciation. Here is the exact structural teardown of how we took a mathematically insolvent B2C
Prashant Rao 15 Mar 2026
Unconventional Strategy Partners

Unconventional Strategy Partners

Unconventional Models. Asymmetric Advantage.
Prashant Rao 15 Mar 2026
The Velocity Throttle: Save a Subscription Model by Charging Less

The Velocity Throttle: Save a Subscription Model by Charging Less

💡Executive Summary: In the mid-2010s, the "All-You-Can-Eat" subscription box was the holy grail of retail tech. Predictable recurring revenue was the promise. But beneath the vanity metrics, a structural flaw was silently bankrupting the industry: Unlimited subscription models inherently punish your best customers and subsidize your worst. Here
Prashant Rao 15 Mar 2026
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