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 iPhone Lifecycle: From Strategy Room to Recycling Robot
An iPhone is decided years before it exists and returned years after it stops working. This guide walks all 20 stages, names the outside force at each one, and shows where Apple is most exposed.
Key Takeaways
- The iPhone passes through 20 stages in five phases (decide, prove, source and build, sell, keep and return), and each phase meets a different kind of outside shock.
- A shock hurts in proportion to how early the commitment was made and how slowly it can be substituted. Silicon, memory, assembly sites and rare-earth magnets sit at the worst end of that gap.
- Apple's 2023 to 2026 moves (India assembly, Arizona chips, Kentucky glass, recycled cobalt and magnets) are attempts to shorten substitution time, not to remove dependence.
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