Signals over narratives
We do not write commentary. We surface what happened, link back to source, let you read it in context. Editorial is other people's job.
Team
We are an independent shop. No fund raised, no board, no growth-at-all-costs mandate. Revenue from subscriptions pays the salaries, the coffee, and the server bill. That is the full financial picture.
Origin
We met at a firm that did quantitative research on software markets. Our job, stated simply, was to know what AI companies were actually up to. Not the pitch decks, not the tweet threads. The hiring shifts, the pricing page edits at 2am, the LLM swap nobody announced.
In 2023 it was roughly manageable. By mid-2024 it took three of us a full day a week just to keep the picture current. We started building tooling around it, mostly scripts, mostly hacks, mostly internal.
In late 2025 the tooling was good enough that other operators outside the firm kept asking for access. The firm didn't want to sell it. So we left and built this version instead.
The product today is what we would have built for ourselves. It is also, as it turns out, what a bunch of other people need.
Operating principles
We do not write commentary. We surface what happened, link back to source, let you read it in context. Editorial is other people's job.
No scraping of login-walled content, no bought leads, no stolen data. If a piece of information is not visible to a logged-out browser, we do not ingest it.
Seven people. We think a team this size can cover this beat well. Any larger and we start optimizing for headcount instead of accuracy.
No newsletter theater, no hot-take tweets, no conference sponsorship booths. The product should be useful enough that you stay without us shouting.
Shape of the team
We prefer to talk about roles instead of headshots. Headshots age poorly on company pages, and the work matters more than the face.
Founder, data infra
Previously ran intelligence pipelines at a quant shop. Builds the ingest layer.
Founding engineer
Backend, API, dashboard. Writes most of the code you interact with.
Model lead
Handles the synthesis layer: dedupe, clustering, ambiguity flags.
Analyst
Human-in-the-loop review of anything the model flags. Writes the Monday brief.
Analyst
Coverage of European and Asian markets. Works late so the brief ships on time.
Designer
Everything you see. Dashboard, brand, emails. One designer, no agency.
Ops
Billing, support, the boring things that keep a small shop running.
Entity