Research
Our research
Each hub has our live base case, the cockpit to test it, videos and the full report.
Image courtesy of Tesla, Inc.
Tesla Robotaxi
What a US robotaxi fleet could be worth, built bottom-up from rides, costs and fleet growth. Change our assumptions in the cockpit and see what has to be true.
Our base case today$1.17T
SpaceX Orbital Data Centers
What AI compute in orbit could be worth, from launch costs, satellite costs and the power it replaces on the ground. Change our assumptions in the cockpit and see what has to be true.
Our base case today$1.24T
More research
The Wage-Rigidity Wall: Macroeconomic Realities of the AI Supercycle
The prevailing narrative evaluates the risk of this boom almost entirely through the lens of technological viability.
The Inference Explosion: How AI Changes Business Economics
For the past century, human cognition has functioned as the ultimate binding constraint on global progress.