Where public data stops, the thesis starts.
Operator-grade primary research on the AI compute buildout — custom silicon, foundry, memory, power. One defensible number, triangulated and sourced, in time to act on.
The inaugural thesis is in final review.
Subscribe to get it the moment it publishes — sourced, triangulated, and built to be defended.
Research & Insights
TestteT
Test
Test
The Gemini Paradox: Why Google Is Paying to Power Its Biggest Rivals
In 2025, Google did something that looks, on the surface, like a strategic contradiction: it began paying to embed Gemini inside the
Models & Data
AI ACCELERATOR MODEL
from $24k/yrUnit & revenue build for GPU + custom silicon (TPU/XPU) by foundry, node, and customer through 2028.
DATACENTER & POWER MODEL
from $24k/yrReserved GW vs delivered capacity by hyperscaler and region, with power, packaging, and substrate constraints.
SUPPLY-CHAIN PRICE TRACKER
customLeading-edge packaging, CCL / copper foil, Si-Cap, HBM — price & lead-time signal for component planners.
CUSTOM DATA REQUEST
scopedA specific number your model is missing. We triangulate it across filings, primary checks, and the supply chain.
Models & one-off reports are sold via secure external checkout. Request access →
Advisory
- A1
Thesis validation calls
Bring your hypothesis; leave with it stress-tested against primary signal and a defensible point estimate.
- A2
Retained advisory
A standing line to operator-grade read on AI-infra & Big-Tech strategy, on your cadence.
- A3
Benchmarking projects
How a best-in-class operator actually runs a function — org, KPIs, vendor governance, cost — as an implementable blueprint.
- A4
White-label primary research
For consultancies: scoped, sourced, deliverable-ready research under your cover.
Scoped engagements start with a 30-minute fit call. Compliance-reviewed, primary-sourced.
Book a briefingWho we serve
For investors
Thesis validation and supply-chain edge for the AI / semiconductor trade.
- Validate a thesis before the print
- Defensible inputs for the model
- Read the capacity signal, not the noise
For operators
Anticipate Big-Tech demand, specs, and timing — then plan product, supply, and capability around it.
- Roadmap & supply-chain intelligence
- Benchmark a function to best-in-class
- Qualify across the right foundries
For consultancies
Primary research that drops straight into your client work, under your cover.
- White-label expert research
- Fast, sourced turnarounds
- Numbers that survive the readout
- MIT
- 15+ yrs across consumer hardware & AI infrastructure at two of the largest US tech companies
- 7 yrs advising funds & operators via the major expert networks
- Identity disclosed to retained clients under NDA
Why a pen name — and why it doesn’t matter
The blue links are dying; AI answers and a handful of trusted analysts decide what gets read. In that world the edge isn’t access to information — it’s judgment on what the information means, from someone who was actually inside the room.
I publish anonymously for now. But anonymous isn’t the same as unaccountable: every thesis carries its sources, its method, and a number you can hold me to. The reputation accrues to the work. When the time is right, the name behind it follows.
Triangulate
Filings, primary checks, sell-side, market data, and the supply chain — cross-referenced, never single-source.
Reconcile
Where sources disagree, the range is shown and the most defensible point estimate is named.
Source & date
Every key number is labeled by origin and recency. No anonymous assertions.
Operator lens
Read through how the company actually decides — not how the press release frames it.
Pricing
- Every free thesis, in full
- Weekly signal note
- No card required
- All premium research
- Monthly model updates
- Full archive + data appendix
- Reader Q&A thread
- Team seats + institutional models
- Advisory & thesis calls
- Custom data requests
- Compliance-reviewed engagement
Get the thesis before it’s consensus.
One sharp, sourced read on the AI compute buildout — delivered the week the supply chain moves. No filler.