A living view of what comes next.
Research on the technologies, companies and market structures changing what an industry can do.
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New ideas as they publishThe Consensus Machine
AI makes another opinion inexpensive. As analysis becomes abundant, advantage may shift to those who can produce evidence that changes a decision—and retain the value of what they learn.
Ideas in depth.
Explore the questions and shifts we are following across computing, biology and the physical world.
AI Needs Somewhere to Learn
As models become better at proposing solutions, the companies that connect them to useful experiments could shape the next generation of scientific businesses
The Org Chart Is Getting a Second Layer
Agents are taking on ongoing work. The investment question is which parts of coordinating that work become independent businesses—and which are absorbed into the enterprise stack.
Power Is Not Yet Compute
The opportunity in AI infrastructure is not simply to secure megawatts. It is to turn them into reliable capacity—and retain the economics as deployment scales.
The Work Between Interventions
Better robotic learning could make variable physical work economical to automate. The opportunity is to turn that adaptability into dependable capacity—and a repeatable business.
The Factory Belongs in the Design
In industrial biology, advantage may come from connecting molecular design, experiments and production—so each improves the others.
The Rack Door Buying AI More Time
Rear-door heat exchangers will not replace direct liquid cooling. They may be the bridge that keeps a large installed base useful while AI infrastructure catches up.
The Web Just Sent AI a Bill
AWS and Cloudflare are turning web access from a permission problem into a priced API call. The interesting business may sit between the meter and the model.
Your AI Agent Needs a Credit Limit
We spent years teaching models how to act. The next valuable layer will decide what they are allowed to do.
The questions we keep asking.
Six standing questions give our research a direction. Open one to explore the pieces connected to it.