A research partner for decisions on the AI cost curve.

Bring the workflow, market question, or investment thesis you are trying to price. The analyst’s job is to define the unit that matters, find the evidence, and show how quickly the economics are moving.

RESEARCH FOCUS

What the analyst examines.

Inference economics

How supply, utilization, energy, chips, and model efficiency are changing the cost of serving intelligence.

Model competition

How frontier releases, open models, pricing moves, and new execution techniques reshape the market.

Task-level decisions

What the falling cost curve means for a specific workflow, investment thesis, or operating decision.

START A CONVERSATION

What decision are you trying to make?

Send the question, the decision it informs, and the time horizon. You’ll receive a direct reply about whether it is a fit for a focused assessment.

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