Last week we described the diagnostic pipeline. This week, the part that makes it usable in a deal process — and the part that still doesn't work. An unconstrained prompt produces fluent, generic output because the model is drawing from a broad probability distribution across everything it has read. Ask "which rural Altnets are financially stressed?" and you get a competent summary of trade-press coverage. It reads authoritatively. It is not diligence, because you cannot audi

Last week we introduced the diagnostic question that should precede every deal thesis. This week: the tool that helps us answer it at scale. We should be transparent about how this content series was built. The market analysis underlying these articles — the operator profiles, the financial stress-tests, the behavioural-friction patterns — was produced by a diagnostic pipeline that combines generative AI platforms with structured human judgement. The AI is a tool within a hum