Insights

Working papers on how the compute market actually clears. Every figure carries its source, its window, and its caveat in the same breath.

White paper 01

The Compute Desk

The contracts nobody administers and the purchase nobody decides; what a record and a desk are and why compute has neither; how a decision is made and what it is worth; who else is on the field; and nine things that have to be true, three of them make-or-break.

Counter-evidence

The claims that did not survive

Everything we checked and had to drop, including several numbers this sector repeats and we were repeating too. If you want to argue with us, start here.