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The value contract

What you get, and how we make sure it's true.

What is really happening in AI, industry by industry: who is building what, what they claim, what holds up, and what to do about it. Every fact has a receipt.

For you, specifically

Founders and operators building an AI company

Decide where to build, and know exactly who you are up against.

  • A map of the startups in each industry, with what each did most recently
  • Where the open space is and what is already crowded, per industry
  • Your rivals' public claims, checked against their own receipts

Why it's worth paying for: It replaces the week of desk research before a pitch, a pivot or a hire, and a wrong competitor number in a board deck costs more than a year of this.

Where: /sectors, /who, /ledger

Investors and analysts

See what is really moving in a sector before the round, and spot the BS before the term sheet.

  • Rounds per industry, each tied to the filing or announcement it came from
  • The signal to watch and the red flag to probe in pitches, per industry
  • Company track records: how often their claims held up

Why it's worth paying for: One avoided bad memo, or one question that exposes an inflated run-rate, is worth more than the subscription.

Where: /sectors, /who, /ledger

People working in an industry AI is changing (finance, property, health, law, insurance, media and more)

Know what AI is actually changing in your industry, and what to test at work this quarter.

  • The shifts that matter in your industry, explained in plain words
  • What is hype, so you do not buy it or repeat it
  • One concrete thing to test at work this quarter, and how

Why it's worth paying for: You walk into the meeting as the person who knows what is real, and you skip the vendor pitch that was never going to work.

Where: /sectors

Engineers and product leads

Know which models and tools actually do what they claim, measured by someone other than the seller.

  • The software engineering briefing: coding agents, what studies measured, what broke
  • Capability claims checked against independent tests
  • The tricks vendors use in benchmarks, named, so you can spot them in the next launch

Why it's worth paying for: A tool decision made on a self-graded benchmark costs a quarter; this costs a coffee a month.

Where: /sectors/software, /ledger, /learn

People upskilling into AI

Understand how AI really works in the industry you want to be in, and learn the skill that makes you more valuable.

  • How each shift works, explained, not just announced
  • The skill to learn per industry, with a first step
  • The named tricks behind AI hype, so you can see through the next one yourself

Why it's worth paying for: Knowing what is real in an industry, with sources, is the difference between sounding informed and being hired.

Where: /sectors, /learn

The rules we hold ourselves to

Each rule is checked by code before anything ships. If a briefing breaks one, it does not go live.

  1. V1 Every fact on a sector page links to a source we read, with the exact words quoted.
  2. V2 Every sector briefing is less than a month old, and says the date it was last checked.
  3. V3 Every shift teaches how it works, not only that it happened, and says what is overstated.
  4. V4 Every sector ends with a concrete move for each reader below. No platitudes.

Start with your industry