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The remit
We consider businesses, assets and early-stage projects through demand, operating economics and risk. For AI, the questions extend from the usefulness of a product to its infrastructure requirements and the cost of delivering it.
Questions before conclusions
What does a product do, who uses it, what resources does it require, and what could invalidate the investment case? These questions connect the technology with the business it is intended to support.
Public material
Our public market-data work makes parts of the research process inspectable: the question, the source, the calculation and the limits of an observation.
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