Decision-grade intelligence for people who decide.
Closed-door intelligence briefs and long-form editorial from The Game Changer desk.
The Game Changer Intelligence
A bi-weekly newsletter from Kate Borovanska on the operators, capital and decisions quietly shaping what comes next in banking, AI, defence, media and policy.
- -Long-form analysis you will not find in the feed.
- -Published directly on LinkedIn - follow and never miss an issue.
- -Read by founders, allocators and policy leads across Europe.
The CEO-ROI Paradox of AI - WEF 2026, Part 1
Davos 2026 confirmed a structural condition: AI has become a CEO-owned strategic variable while, in aggregate, failing to deliver stable financial returns. A closed-door read on the mismatch between capital, absorption capacity and infrastructure throughput - with the Top 20 AI numbers from Davos.
The Innovation Tax on banking
Only 8-12% of bank tech budgets ever reach real innovation. A closed-door read on the legacy cores, the compliance tax and the operators - UBS, DBS, Pictet, Julius Baer - who are actually bending the curve.
More briefs and deep dives - publishing 2026.
Closed-door briefs published quarterly and around major institutional moments (WEF, NATO, UNGA).
Long-form editorial from The Game Changer desk on banking, AI, defence, media and policy.
Post-summit intelligence packs distributed to Prague, London, Geneva and New York participants.