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A focused map of the AI economy.

We organize research around the systems where technology, economics, and capital increasingly intersect.

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  • August 21, 2026
  • 3:25 pm
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The Creative Stack Is Being Rebuilt

Why Higgsfield’s $5.4 billion valuation is less about AI video — and more about who captures value when models become interchangeable.
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  • August 20, 2026
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Etched: The $21 Billion Bet on Specialized AI Inference

What a $700 million financing round reveals about the economics of inference, the limits of GPU generality, and the emerging contest to reshape AI infrastructure
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  • August 1, 2026
  • 2:47 pm
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NVIDIA Is Becoming the Financing Layer of AI

How equity, guarantees, and Wall Street partnerships are turning compute deployment into a capital-market strategy.
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  • July 10, 2026
  • 3:46 pm
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The Grid Is the New GPU

Why energization rights, interconnection capacity and firm power are becoming strategic assets in the AI economy.
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  • June 20, 2026
  • 2:45 pm
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The New SaaS Math

How Generative AI Is Rewriting Software Margins, Pricing and Operating Leverage
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  • May 11, 2026
  • 1:43 pm
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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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