Labs · Built in the open

Mapping technology & market realities.

Small interactive instruments that turn a fuzzy feeling into something you can actually look at — starting with my own lens on supply chains, macro risk, and industry metrics. Free to use; the methodology is open.

Market analysis

The AI compute value chain

From cloud-giant capex down to chips, packaging, power, copper and rare-earth processing — where each layer clips the next margin, and what the market may still be lazy about. Open the instrument →

All 25 layers verified across 3 research passes.

Workflow analysis

AI Builds Fast Lanes Inside Company Red Lights

The companion workflow simulator for the essay: speed up one task, then watch the real bottleneck move to handoffs, approvals, data gaps and management loops. Open the essay →

Interactive route simulator embedded in the article.

Labs · Preview

The Eval Index

A weekly read on the gap between loud AI claims and rigorous evidence.

91

Peak hype ▲ 5

VC funding velocity

88 +6

Media mentions

84 +3

Job postings

71 -2

Search interest

66 -5

Preview — illustrative placeholder, not a live feed

Labs · Preview

The Doomer Index

How fearful the conversation sounds — a counterweight to the hype line.

38

Cooling ▼ 4

Existential-risk talk

42 -4

Regulation chatter

51 +2

Layoff attribution

38 -6

Safety hiring

47 +1

Preview — illustrative placeholder, not a live feed

On the workbench

Coming soon

The Doomer / Booster Ratio

How the AI conversation splits between fear and hype, week by week.

Coming soon

Model Release Cadence

Time between frontier releases, quarter by quarter.

Coming soon

Jobs-at-Risk Tracker

Which roles the discourse claims are next — and when.