Solten & Co.
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Independent Research & Analysis

Research and analysis for the AI economy.

Solten & Co. studies the technologies, companies, markets and capital shaping AI — from infrastructure and software to Physical AI, robotics and autonomous systems.

Independent research at the intersection of AI, industry, and capital.

Built for investors and decision-makers who need a clearer view of fast-moving markets, emerging companies and high-consequence opportunities.

AI InfrastructureSoftware AIPhysical AIRoboticsAutonomous SystemsCapital & Deals

Featured Research

Our public work maps markets, tracks capital, examines company strategy, and tests the assumptions behind emerging investment narratives.

AI Infrastructure · Energy

The Grid Is the New GPU

Who is funding the next generation of robotics, autonomy and embodied intelligence — and what those investments reveal about where the market is going.

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AI Infrastructure · Semiconductors

Etched: The $21 Billion Bet on Specialized AI Inference

What a $700 million financing round reveals about the economics and competitive structure of AI inference.

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Software AI · Economics

Does AI break the SaaS economic model — or create a new one?

How Generative AI Is Rewriting Software Margins, Pricing and Operating Leverage.

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AI Infrastructure · Capital

OpenAI, Anthropic & the New Compute Power Structure

Why the frontier-model race is becoming a contest over capital, cloud distribution, custom silicon, and infrastructure optionality.

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Research Universe

We follow the full AI stack while maintaining a deeper research focus on the technologies moving intelligence into the physical world.

01

AI Infrastructure

02

Software AI

03

Physical AI

04

Robotics & Autonomy

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Our research capability also supports investors and decision-makers evaluating specific companies, markets, and investment opportunities.

For Investors

Independent Investment Analysis

An independent analytical second view on an AI or technology investment opportunity before capital is committed.

  • Investment case review
  • Assumptions and evidence gaps
  • Contradictions and material risks
  • Unanswered questions

For Decision-Makers

Bespoke Research

Focused research on markets, companies, technologies, and competitive landscapes where public information is fragmented or moving quickly.

  • Market and category analysis
  • Company and competitor research
  • Technology landscape mapping
  • Strategic research briefs

For Funds & Family Offices

External Analytical Support

Additional research capacity for lean investment teams that need depth without building a larger permanent analyst bench.

  • Deal and company analysis
  • Sector deep dives
  • Portfolio and follow-on research
  • Decision support

Research first. Decisions second.

The public research is the visible layer. Underneath it sits a growing knowledge base on markets, companies, technologies, investors, and deals — built to improve every subsequent analysis.

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Built on practical investment-analysis experience

Solten & Co. builds on the analytical work behind DueCap and expands it into deeper sector research across the AI economy.

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Solten & Co.

Independent Research & Analysis for the AI Economy

Vitaly Solten