A plain-English field guide to the AI industry for people who want to step in.
Covers the landscape, business basics, key players, jargon, industry mechanics, competitive moats, career paths, and the latest market data — organized so you can read one bite-sized piece at a time. Written for lawyers, marketers, bankers, and anyone considering a career switch into AI who wants a real mental model of how this industry actually works.
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View a sample reportOne session. One clear takeaway.Each short session develops one distinct idea with a clear takeaway. Together, the sessions show how those ideas connect into a structured understanding of the topic.
The shape of the post-2022 LLM ecosystem and why it counts as an industry.
The shape of the post-2022 LLM ecosystem and why it counts as an industry.
APIs, inference economics, GPUs, and the money that moves around them.
APIs, inference economics, GPUs, and the money that moves around them.
Frontier labs, open-source shops, infrastructure, middleware, and apps — who does what.
Frontier labs, open-source shops, infrastructure, middleware, and apps — who does what.
The vocabulary you need to read any AI paper, pitch, or press release without bluffing.
The vocabulary you need to read any AI paper, pitch, or press release without bluffing.
Product cycles, enterprise deals, VC dynamics, safety debates, and the regulatory climate.
Product cycles, enterprise deals, VC dynamics, safety debates, and the regulatory climate.
Distribution, data, talent, compute, brand, and lock-in — the six moats that matter.
Distribution, data, talent, compute, brand, and lock-in — the six moats that matter.
Research, engineering, product, GTM, policy — and what each one actually does.
Research, engineering, product, GTM, policy — and what each one actually does.
Benchmarks, market size, adoption, hiring reality — as of right now.
Benchmarks, market size, adoption, hiring reality — as of right now.
“The clearest map of the AI industry I've seen written for people who are not engineers.”
Treats the post-2022 AI landscape as a four-layer stack with distinct economics at each level. Never hypes, never talks down. By the time you finish, you can locate any AI company on the map — the real skill this collection builds.
An editorial channel that maps emerging industries for smart non-engineers. Field guides written with the rigor of a trade publication and the clarity of a Sunday long-read.
Ranked by semantic similarity
Who wins, who loses, and why — the competitive dynamics reshaping industries, nations, and careers.
AI keeps getting stronger — here is what to build that it structurally cannot replicate, and how to compound it
