The Library
Published Artifacts
Research designed for retention. Maps, memos, and deep dives.
Deep Dives
Comprehensive, multi-month research engagements available for public purchase.
Q1 2026
The Semiconductor Supply Chain
A comprehensive map of the chokepoints, leverage, and geopolitical risks in the global silicon trade.
Restricted Access
Q4 2025
Generative AI & Enterprise
Visualizing the value accrual layers in the new AI economy. Who owns the margin?
Restricted AccessStrategic Memos
Periodic syntheses on emerging structural shifts.
Memo
The End of Zero Interest
Implications for venture capital allocation.
Map
Energy Transition
Why the grid is the bottleneck, not generation.
Memo
Sovereign Cloud
The rise of national data infrastructures.