Multi-year forward analysis on AI, IT infrastructure, the compute supply chain, and where the work is going. New reports drop here. No newsletter, no popups, no fluff. Just signal.
Where the work goes, who survives the AI transition, who wins the chip and model races, and what the IT org chart looks like on the other side. Five-year horizon, sector by sector, with confidence levels and counter-arguments.
This is a long-form research archive. Each report is a structured signal-intelligence write-up: timelines, sector breakdowns, company positioning, and questions the industry is too defensive to ask out loud.
Predictions are calibrated, not confident-sounding. Confidence meters are deliberate, not decorative. Sources are linked. Where claims are speculation rather than verified, that's stated.
The archive is generated from typed source modules and rebuilt on every change. To drop a new report, add a module under src/reports/, run bun run build, and it appears here.