In-depth research on the structural trends reshaping markets and the AI systems changing how we reason about them — written by the InvestLab team using the same tools you use. Publishing begins soon.
A single model critiquing its own output is poorly positioned to find its own flaws. We examine a Researcher / Skeptic / Arbitrator architecture — three models with asymmetric incentives iterating autonomously — and benchmark it against current deep-research products on investment thesis quality, logical consistency, and source calibration.
Structural demand shifts post-Ukraine are locking in LNG flows that upend decades of pipeline dependency. What it means for producers, shippers, and terminal operators.
Tesla, Figure, 1X, Apptronik — the humanoid race is on. We map the cost curves, dexterity thresholds, and industrial use cases that will determine which bets pay off.
Strait of Hormuz chokepoint risk, tanker insurance premiums, and defence contractor order books — how geopolitical escalation cycles translate into portfolio exposure.
Japan, South Korea, Southern Europe, China — demographic headwinds are compressing consumption and labour supply simultaneously. We map the investable implications by region and sector.
France, UAE, Saudi Arabia, India — governments are stockpiling GPUs. The geopolitics of compute infrastructure and what it means for NVIDIA, TSMC, and the fabless ecosystem.
Power-purchase agreements, small modular reactors, and the 24/7 clean power problem — the data centre buildout may be the forcing function that finally makes new nuclear economics work.
Waymo's robotaxi economics, Tesla FSD's regulatory pathway, and the forgotten picks-and-shovels plays in lidar, mapping, and edge compute.
With a median age of 28 and 7 million new workers entering the labour force annually, India's consumption curve is just beginning. How to build exposure without the execution risk.