Research
Our research is open while we build — read the live board, the method, and the founding teardown. Every figure is sourced or labelled, every claim carries its falsifier.
Open now
Free while we build the subscription. This is the credibility, not the teaser.
Live board
The fragility scorecard, the depreciation exhibit, the concentration map.
The argument
The race between the lag and the runway — with its falsifiers.
The method
How we measure AI's economic absorption from inside the frontier.
Reproducible · read online
Six indicators and the divergence gauge, read directly from the filings — with the full PDF to download.
Interactive · the timeline
Moore’s Law for the AI economy — compute, context, power, and the collapsing cost to run a model, on one comparable log scale.
The deeper reports — open now
The longer-form work, open while we build. A subscription cadence comes later; these stand on their own today.
Flagship report
The overbuilt AI capacity that may never earn its capex — the stranded-asset thesis, quantified.
The index
Our published, calibrated read on the productivity lag — frontier telemetry as a number.
The scoreboard
Both clocks on one screen — does the productivity payoff arrive before the financing reprices? Drag it and find out.
Accountability
The exits we publish in advance — and the dated ledger of every revision we make when the evidence moves.
Cadence
Periodic deep-dives cross-referencing our instruments with the macro data.
Subscriptions open once the cadence is proven. Until then, the open research stands on its own.