Our work combines executive strategy, cross-industry research, and strategic intelligence to identify enduring structural shifts, anticipate competitive moves, and inform better strategic decisions.
Most organizations receive advice through a single lens. Technology, strategy, operations, finance, cybersecurity, or industry expertise. Structural change moves across all of them at once. LG Strategy works across those boundaries, drawing on patterns from enterprise software, national innovation, critical infrastructure, consumer markets, and venture ecosystems.
AI is the current catalyst. The underlying question is pervasive across most technology inflections. When does a technology stop being a tool and start changing how an industry runs, and what should leadership do about it before the answer is obvious?
A global testing and inspection company board wanted to understand how a company built entirely differently could threaten them. No competitive intelligence function is built to track a competitor that does not exist yet.
That question is the reason ARIA exists.
US data center power demand is projected to reach 74 gigawatts by 2028, with a shortfall of 49 gigawatts in available grid access. Energy companies have what AI needs: natural gas infrastructure, pipeline access, power generation expertise, and operational reliability at industrial scale.
SLB and NVIDIA announced an AI Factory for Energy in March 2026. SLB serving as modular design partner for NVIDIA's AI data center architecture while building domain-specific foundation models and agentic AI systems that run on SLB's platforms to serve the entire industry.
Two futures the convergence could be heading toward, the Coalition of Scarcity and the World of Abundance, each grounded in how the major actors make money, and scored against eight indicators we update every quarter. The Q3 2026 read: investors keep behaving as if power is the moat, while the economic evidence keeps drifting the other way.
ARIA is LG Strategy's strategic intelligence platform. It monitors your competitive landscape, market dynamics, and the forces reshaping your sector. The monitoring runs continuously, between reporting cycles as well as during them. LG Strategy's domain expertise is built into the platform itself: the questions ARIA asks, the signals it surfaces, and the way it filters what matters from what doesn't. That expertise then carries through to the recommendations your leadership team receives.
The intelligence ARIA produces is proprietary, shaped by deep domain knowledge and a systematic approach to signal construction that generic monitoring cannot replicate. The intelligence never stops. The expert layer is always on.
The same discipline, whether we're studying an industry or advising one company.
Every engagement and every published edition includes the same sequence. Our methodology was built across thirty years of watching organizations meet technological change.
ARIA is the operating system our team runs to drive strategy instrumentation at scale: continuous collection from filings, transcripts, hiring data, patents, and deal flow, scored against a configured question library, producing dated evidence instead of impressions. Each client engagement runs its own configured instance. The published research (Signals, Trajectories, the Observatory) runs on the same engine, and demonstrates strategy instrumentation in practice.
The sequence in practice: board-level competitive intelligence for a global testing and certification company. Investment thesis instrumentation for an energy-sector venture fund. And the published Observatory research, where the method runs in public and scores its own record.
The published research and every client engagement run on the same engine, in separate instances. Client configurations and client data stay private. Engagements start where the research leaves off: your industry's structural shifts already mapped, your competitive landscape already instrumented.
The large consulting firms bring frameworks, scale, and analyst hours. The hyperscalers and platform vendors bring their own products and a strong incentive to sell them. LG Strategy brings principal-led work in service of one question: how your organization creates real value from technological innovation, integrated into the business rather than bolted on. The methodology is built with your team, and your team owns it when we're done.
Ongoing counsel to CEOs and executive teams navigating structural change: a standing relationship.
Board briefings and workshops. The evidence read against your company's own position, prepared for board consumption. A single session or a standing quarterly rhythm, with workshops so the team owns the roadmap and reports against it.
A fixed-scope study of your industry's structural shifts and your organization's position against them, with the strategic probes defined and the monitoring instrumented to cover incumbent and AI-native threats.
Strategy without intelligence decays. A private ARIA instance configured to your strategic context: your competitive universe, your question library, weekly signal runs, quarterly board-level synthesis. The ARIA monitoring layer keeps your strategy connected to a moving market, tracking the signals that matter as your competitive landscape evolves.
ARIA instances run today across three configurations: Compute, for infrastructure and data-center strategy. Enterprise, for large industrials and AI-native founders navigating transformation. Ventures, for investment firms instrumenting their theses.
Laurie Giandomenico studies how technological change alters the economics of industries.
Most companies know their direct competitors intimately, and analysts often study an industry through its largest companies. Technology now moves fast enough that the threat often arrives from a company that didn't exist five years ago. The difficulty is anticipating the moment a technology changes the economics of an industry. Laurie's work focuses on studying founders, new technologies, and capital flows for the earliest evidence of where value is moving.
Laurie is the creator of ARIA, a strategic intelligence initiative examining how advances in artificial intelligence, compute infrastructure, energy systems, and industrial technology are reshaping industries, enterprise value, and global competitiveness.
She has recently been working on board-level AI transformation at Bureau Veritas, and previously across national technology commercialization at MITRE, enterprise software at Pegasystems, and consumer growth strategy at McKinsey and as a consultant to Nestlé, Starbucks, and Unilever.
Tell us about your strategic context and we'll show you what ARIA looks like pointed at your competitive landscape.
Or email directly: lg@lgstrategy.com