Understanding complex systems — clearly.
We focus on understanding how complex, evolving systems change — and presenting that change clearly, visually, and without hype.
Published Artifacts
The Semiconductor Supply Chain
A comprehensive map of the chokepoints, leverage, and geopolitical risks in the global silicon trade.
Generative AI Stack
Visualizing the value accrual layers in the new AI economy.
Energy Transition
Why the grid is the bottleneck, not generation.
Synthesis, not advice.
Traditional advisory focuses on "solutions". We focus on clarity.
We believe that when leaders see the system clearly, the right decisions become obvious. Our work is to reduce the noise until the signal is undeniable.
Read about our approachStructural
We look for permanent shifts, not cyclical trends.
Independent
Zero vendor partnerships. Zero "pay to play".
Visual
We map complexity so you can navigate it.
Artifacts
Deliverables designed to be kept, not deleted.
Engage with the Studio
We offer two modes of engagement: Public Research and Private Deep Dives.