Explore research
36 published articles and 15 data indexes across 12 sectors.
Data indexes
15AI Capex vs. US Defense Spending
Big Tech’s 2026 AI capital expenditure, by company, set against the US national-defense budget. Combined hyperscaler AI capex is now roughly two-thirds of defense spending — and growing far faster.
Explore index →AI Data Centers & Your Power Bill
How the AI build-out is reshaping US electricity: data-center power demand nearly doubling from 2025 to 2028, and the projected hit to household and wholesale power prices by the end of the decade.
Explore index →AI Data-Center Electricity Demand & the Grid
Global data-center power consumption, the AI share of incremental demand, capacity-market price spikes, US grid shortfall, and per-site draw.
Explore index →GLM-5.2 Benchmarks
How Z.ai’s GLM-5.2 stacks up against the frontier (Claude Opus 4.8, GPT-5.5, Gemini 3.1 Pro) and its predecessor GLM-5.1 — across long-horizon coding, standard coding, reasoning, and agentic benchmarks, plus the MTP speculative-decoding gain. The strongest open-source model at launch.
Explore index →Gold Price Fluctuation
Gold’s historic run: annual price from 2020 to the 2026 record territory, yearly returns, the central-bank buying behind the rally, and where analysts see it heading.
Explore index →SpaceX IPO & the Commercial Space Economy
Starlink growth, launches by year, the valuation ladder, satellites deployed, launch-cost decline, and coverage — the data behind the 2026 IPO story.
Explore index →Stablecoins & the GENIUS Act
Stablecoin market-cap growth, issuer share, transfer volume vs card networks, GENIUS Act compliance timeline, and reserve composition.
Explore index →The 6.5% Mortgage Era
US mortgage rates settled into the mid-6% range in 2026 while home-price forecasts converged near flat — the first stretch since 2008 in which prices are expected to grow slower than wages.
Explore index →The Frontier AI Model Race (2026)
Release cadence, capability-vs-cost frontier, benchmark trajectory, training compute, and the new axis of safety-gated capabilities.
Explore index →US Fed & Interest Rates
The Federal Reserve’s rate path from the 2021 near-zero floor to the 2026 hold under Chair Kevin Warsh, plus today’s benchmark rates — fed funds, the 10-year Treasury, and the 30-year mortgage.
Explore index →US Inflation (CPI / PCE)
US consumer-price inflation re-accelerating in 2026: the month-by-month CPI path (headline vs core) and the May 2026 breakdown by category, with energy doing the damage.
Explore index →US Oil & Gas Dashboard
Every key US oil & gas number on one page: the 2026 crude-price shock from the Strait of Hormuz, Henry Hub natural gas, record US crude production, a depleted Strategic Petroleum Reserve, and the drilling rig count.
Explore index →US Pump Prices
What Americans pay at the pump: the national average for regular gasoline and diesel in mid-2026, and how diesel’s Hormuz-driven spike compares with the EIA’s forecast.
Explore index →Where 2026 Inflation Actually Is
US headline CPI peaked in spring 2026 and fell in June — but the Fed’s preferred core gauge is still being revised up on an energy and fertilizer supply shock. The two charts tell opposite halves of the story.
Explore index →Which Jobs AI Is Actually Hitting
How far AI reaches into the labor market: the share of jobs exposed (global vs advanced economies) and where hiring demand is growing fastest for AI roles and skills.
Explore index →Frontier AI Model Race 2026 — Release Cadence by Lab
Frontier Cadence
Top finding: Anthropic shipped 4 frontier releases in H1 2026, with Fable 5 introducing the first publicly-documented safety-gated capability fallback.
Stablecoin Market-Cap Growth — 2022 to 2026
Stablecoins
Top finding: Total stablecoin market cap hit a record ~$320B in March 2026; USDT + USDC together remain >80% of supply.
GLP-1 Efficacy — Semaglutide vs Tirzepatide in Trials
GLP-1 / Obesity
Top finding: Tirzepatide 15mg produced the largest trial-mean weight reduction (−20.9%) vs semaglutide 2.4mg at −14.9% and liraglutide 3.0mg at −7.4%.
LLM Market Share 2024
Language Models
Top finding: Three frontier providers (GPT-4, Claude, Gemini) collectively control 85% of enterprise LLM deployments.
Digital Banking Adoption Trends 2024
Banking Channels
Top finding: Mobile banking usage rose 37% year-over-year while branch visits fell 46%, putting mobile on track to handle 90%+ of routine transactions by 2026.
EV Market Share by Region
Electric Vehicles
Top finding: China accounts for 58% of global EV sales — more than 2x Europe and nearly 6x the United States — anchored by integrated battery supply chains and a decade of policy support.
Telemedicine Adoption Rate
Virtual Care
Top finding: Mental-health visits lead telemedicine adoption at 78% virtual delivery, while primary care is the fastest-growing category at +58% year-over-year.
E-commerce vs Physical Sales
Commerce Mix
Top finding: E-commerce crossed 50% of measured retail sales in Q4 2024 — but pure-play growth is decelerating while omnichannel retailers using stores for fulfillment are outperforming.
AI Model Performance vs Cost
Model Benchmarking
Top finding: Premium models offer 15-20% better performance at 10-20x cost
Enterprise AI Investment 2024
Enterprise Adoption
Top finding: 18% conversion rate from awareness to full adoption
Open Banking API Usage
API Adoption
Top finding: 29% conversion from registration to active use
AI Use Case Distribution
Application Areas
Top finding: Customer service automation dominates with 32% of use cases