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Professional Tech Analysis
for the Modern Investor and Future-Curious


Our valuation models are now free, interactive and in your browser
Laniakea Research has turned the models behind its investment decisions into free web tools: one for Tesla's robotaxi business and one for SpaceX's orbital data centers. Open them, change our assumptions, and see for yourself what has to be true. Why we moved from Excel to the web For a long time our models lived in Excel workbooks. They worked for us, but they were slow, cumbersome and hard for anyone else to explore. You had to download a large file, find the right input ce
1 day ago


The Inference Explosion: How AI Changes Business Economics
For the past century, human cognition has functioned as the ultimate binding constraint on global progress. As a commodity, it was inherently unscalable: to organize code, synthesize legal frameworks, or manage complex systems, one had to procure human labor on a 1:1 time-value basis. We are currently witnessing the end of that era. The emergence of high-reasoning models signals the first true Industrialization of Cognition, a structural shift that is rewriting the foundation
Apr 9
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