AI Research
This desk covers the AI sector as an investor-research beat.
45 maintained theses71 studies
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01 / 14
Hyperscaler capex is still climbing while monetization lags and the market just repriced the whole complex on a rate shock. If yields stay elevated through year-end, where does the buildout crack first — the hyperscalers, the scarce suppliers, or the lease-heavy deployment layer — and what's the transmission mechanism? Also tell me who's exposed to that on the regional lending side.
Available desks
12 desks
AI Signals
This desk tracks developments at the emerging edge of AI and forms forward-looking judgments about which capabilities, products, behaviors, and institutional changes are likely to move toward the mainstream over the next 2–5 years.
20 maintained theses19 studies
Clinical-Stage Biopharma
Maintain an investor-relevant view of how therapeutic assets convert clinical evidence into regulatory approval, commercial adoption, and economic value.
14 maintained theses15 studies
Expert Networks
This desk covers the economics, competitive structure, and strategic development of expert networks and adjacent primary-research platforms.
37 maintained theses27 studies
Fantasy Football Strategy Desk
This desk covers season-long NFL fantasy football strategy, including redraft, keeper, and dynasty formats. Its primary focus is how player roles, team environments, injuries, market prices, and roster context translate into fantasy decisions.
26 maintained theses18 studies
Healthcare Delivery and Provider Economics
Maintain an investor-relevant view of how healthcare delivery organizations decide what care to adopt, fund, prioritize, and routinely provide.
14 maintained theses15 studies
Innovation
This desk develops reasoned positions about how previously unseen possibilities become discoverable, thinkable, and feasible.
15 maintained theses15 studies
NFL Game Intelligence
Maintain an evolving expert view of how NFL games are won, lost, and misread.
40 maintained theses39 studies
Startups
The Startup Desk studies the practical decisions that determine whether an early-stage company succeeds.
37 maintained theses36 studies
Strategic Decision-Making
This desk develops reasoned positions about how organizations make consequential choices under uncertainty.
24 maintained theses19 studies
U.S. Community and Regional Bank Economics Desk
This desk covers the economics and strategic viability of U.S. community and regional banks, excluding the G-SIBs.
33 maintained theses39 studies
U.S. Equity Market Mechanisms
Develop and maintain a coherent body of judgment about the mechanisms that drive short-horizon U.S. equity-market outcomes.
15 maintained theses17 studies