RESEARCH
Where primary sources meet original analysis — long-form research on markets, technology, and economics.
Why “research” means something specific here
"Research" is one of the most abused words in online publishing. A summary of three threads is not research. Here it means something specific: original analysis built on primary sources, with the methodology visible and the conclusions held open for revision.
What we publish
Every piece starts from the source material, not someone else’s summary of it.
- AI coverage drawn from arXiv preprints, lab technical reports, and peer-reviewed work — read in full before we write about a model or capability.
- Technology analysis that tracks patents, regulatory filings, and corporate disclosures, and follows the researchers whose work reaches production years later.
- Economic analysis that engages academic economics as a tool — covering forecasts with explicit attention to methodology and historical accuracy.
Our standards
Rigor is the difference between an opinion and a finding.
- Methodology is visible: we show how a conclusion was reached, not just the conclusion.
- Disagreement is specific: when we reject the mainstream reading of a result, we say exactly why.
- Uncertainty is honest: we are explicit about what we do not yet know.
What we don’t do
Long-form is the default — and length is earned, never padded.
- No rewriting of other people’s takes.
- No summarizing threads and calling it research.
- No padding a 1,200-word idea to 4,000 for word count — or compressing a 4,000-word subject to fit a template.
Latest Deep Dives
The ChatGPT Design System Architecture
Why radical subtraction and typography-first hierarchy make ChatGPT the gold standard of conversational AI interfaces.
Key Takeaways
- ChatGPT restricts interface chrome to under 15% of viewport surface area, directing cognitive focus entirely to the streaming conversational canal.
- The primary accent color (#10A37F) is reserved strictly for state confirmation and primary actions, preventing visual fatigue across long sessions.
- Assistant responses rely on typographic scale and structural elements (tables, code blocks, chips) rather than container borders for hierarchy.
Earnings Exposure: Why AI Capex Split Wall Street Four Ways
Four companies, one week, near-identical capex increases — and opposite verdicts from the market. The dispersion was not about how much each...
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The Inference Cost Paradox: Token Prices Fall, AI Spend Explodes
The price of a token collapses every year. The total bill goes up anyway. Both are true at once, and the reason is older than computing.
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Building AI Systems That Actually Work: The Architecture Nobody Talks About
The model is not the system. Most builders focus on the wrong layer and pay for it in production.
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The Immortals of Technology: Who Will Be Remembered in 2,000 Years?
Most innovators change products. A handful change civilizations. An even smaller number become permanent — recognizable names 2,000 years fr...
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The Mango Millionaire's Equation
A 100-hectare farm in northern Peru, 50 productive hectares, 20,000 trees — and an investment-to-income model worth examining closely.
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