Jun 25, 2026 · 18 min read
Topic Hub
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.
Read our latest deep dives
Jun 25, 2026 · 17 min read
Jun 25, 2026 · 15 min read
Jun 25, 2026 · 17 min read
Jun 25, 2026 · 16 min read
Jun 25, 2026 · 17 min read
Essential concepts in our research
These ideas recur across our articles. Understanding them is the fastest way into the work.
- AI Compute— Why silicon capacity, not model architecture, increasingly sets the pace of AI.
- Capital Allocation— How the decision to deploy capital reveals what investors actually believe.
- Energy Economics— The cost and constraint of power as the hidden variable behind compute and industry.
- Artificial Intelligence— The mechanics behind the term — what these systems do, and what they don’t.
- Economic Moats— How durable advantages are built, and how to tell a real one from a story.