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 · PDF
The full data brief — six indicators and the divergence gauge, computed live from the filings.
Coming — by subscription
Ongoing, gated research for subscribers. The open work above is what it builds toward.
Flagship report
The overbuilt AI capacity that never earns its capex — the stranded-asset thesis, quantified.
The index
Our published, calibrated read on the productivity lag — frontier telemetry as a number.
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.