Explore research
30 published articles and 41 data indexes across 13 sectors.
Data indexes
41AI 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 Copyright Litigation
How fast copyright suits against AI companies are accumulating, and the ruling that reframed all of them.
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, per-site draw, and what it means for US power demand and your power bill.
Explore index →AI Debt: How the Build-Out Is Financed
Bond issuance backing AI infrastructure — by issuer, versus 2025, and against sell-side projections for the full year.
Explore index →AI Regulation: Bills vs Laws
US state AI bills introduced against those actually enacted — and why the two numbers tell very different stories.
Explore index →Airbus vs Boeing: The 2026 Delivery Gap
First-half 2026 deliveries and net orders for the commercial aircraft duopoly, plus Airbus Q2 results.
Explore index →Airbus: 452 Aircraft in Five Months
The delivery arithmetic behind Airbus’s 2026 guidance — seven years of annual output, the December surge, the family split, the rate targets and the cash gap.
Explore index →Battery Pack Prices
Lithium-ion battery pack costs per kWh and the regional cost gap that shapes EV manufacturing economics.
Explore index →Biotech Venture Funding
Venture capital into biotech through the 2021 peak, the 2022–23 funding winter and the 2025 recovery.
Explore index →Boeing’s Recovery, Quarter by Quarter
Free cash flow, deliveries, backlog, segment margins and the 737 rate path — where Boeing has actually recovered and where it has not.
Explore index →China Vehicle Exports
How China became the world’s largest vehicle exporter — volumes and the decelerating growth rate behind them.
Explore index →Data-Centre Real Estate
Record-low vacancy, heavy preleasing and record absorption — the opposite end of commercial real estate from the office market.
Explore index →E-Commerce Share of US Retail
Online sales as a share of total US retail, and the growth gap that keeps pushing that share up.
Explore index →eVTOL: From Letters of Intent to Binding Orders
The eVTOL order book by manufacturer, the August 2026 shift to firm orders, and stated certification targets.
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 →Global Defence Spending
World military expenditure and how concentrated it is among a handful of states.
Explore index →Global EV Adoption
Electric vehicles as a share of new car sales worldwide, and the year-on-year pace of change.
Explore index →Global Food Prices
The FAO Food Price Index through the 2022 spike, the two-year correction, and the 2025 turn back up.
Explore index →Global IPO Market
IPO proceeds and deal counts worldwide — and why the same year gets reported twice at two different numbers.
Explore index →Global Solar Capacity
Cumulative and annual solar PV capacity worldwide, and how concentrated new installation is.
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 →Insured Catastrophe Losses
What natural catastrophes cost insurers — the annual trend, the gap between estimating bodies, and how far the 2025 forecast missed.
Explore index →Narrowbody Deliveries: Can the Duopoly Build What It Sold?
Single-aisle backlog, announced production rates, output mix and engine throughput — the capacity question behind 13,000 unbuilt A320s and 737s.
Explore index →Nuclear Construction & the SMR Reality Check
Nuclear capacity actually under construction worldwide — and how little of it is small modular reactors.
Explore index →Private Credit: A $1.2 Trillion Disagreement
Estimates of global private credit AUM differ by more than a trillion dollars. This index shows the spread rather than picking a number.
Explore index →Shipping Chokepoints
How the Red Sea attacks and the Panama drought cut traffic through the two canals world trade depends on.
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 →SpaceX Launch Cadence
Falcon 9 flights per calendar year, 2020–2026, and the 2026 run-rate checkpoints.
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 →The Orbital Launch Market — and the Numbers Nobody Agrees On
National launch cadence 2020–2026, the concentration of half of world launch in one vehicle, China’s gap to its own 140-launch target, and the four credible sources that disagree on how many times China launched in 2025.
Explore index →UPI vs Visa & Mastercard: India’s Payments Rewiring
Ten years of UPI measured against the US card networks, against cash, and against the merchant-discount-rate question reopened by the Taxation and Other Laws (Amendment) Bill, 2026.
Explore index →US Frontier-AI Policy Tracker
Federal AI governance actions 2023–2026 and the labs inside the August 2026 voluntary model-testing framework.
Explore index →US Home Insurance Premiums
Approved rate increases against what households actually paid — two measures that tell different stories.
Explore index →US Hospital Margins
Median hospital operating margin and the share of hospitals running at a loss.
Explore index →US Inflation & the Fed
The full 2026 inflation story on one page: the CPI path and category breakdown, the mid-year turn and the still-rising core PCE outlook, and the Fed’s rate response — fed funds, the 10-year Treasury, and the 30-year mortgage.
Explore index →US Office Vacancy
Office vacancy at successive record highs — and how far the forecast peak ran ahead of the actual.
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, the drilling rig count, and what it all means at the pump.
Explore index →US Spot Bitcoin ETF Flows
Cumulative flows into US spot Bitcoin ETFs — and why one fund’s inflows exceed the entire category’s.
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.
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.
Open Banking API Usage
API Adoption
Top finding: 29% conversion from registration to active use
AI Adoption Rate by Industry
Industry Analysis
Top finding: Technology sector leads with 87% AI adoption rate
Monthly AI Model Usage Growth
Usage Trends
Top finding: All major models showing consistent month-over-month growth
AI Model Capabilities Comparison
Model Comparison
Top finding: Claude excels in creative writing and context handling
AI Token Usage Heatmap
Time Analysis
| Mon | Tue | Wed | |
|---|---|---|---|
| 00:00 | 45 | 48 | 52 |
| 06:00 | 68 | 72 | 75 |
| 12:00 | 92 | 95 | 98 |
| 18:00 | 85 | 88 | 90 |
Top finding: Peak usage occurs during business hours (12:00-18:00)