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Deep research on advanced technology, capital markets, cities and infrastructure, risk and resilience, state capacity, and strategic competition.

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Featured report

The Two Energy Superpowers

China and America are competing for the last mile.

ReportJUN 202622 MIN READ

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Key questions

01Who will control the AI stack?
02Where does industrial capacity compound?
03What creates strategic leverage?

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Report series

Advanced Technology0 reports
Capital Markets5 reports
Cities & Infrastructure0 reports
Risk & Resilience2 reports
State Capacity1 report
Strategic Competition2 reports

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Report library

JUL 2026The Arithmetic of PowerStrategic CompetitionReport · 15 min read→JUN 2026The Capital Layer of DeterrenceCapital MarketsReport · 16 min read→JUN 2026Depth, Speed, DurationCapital MarketsReport · 10 min read→JUN 2026Compound Learning and Decision AdvantageStrategic CompetitionReport · 5 min read→JUN 2026The Power Curve 2026 OutlookState CapacityReport · 24 min read→JUN 2026Uninsurable MapRisk & ResilienceReport · 22 min read→MAY 2026China's Magnet MonopolyCapital MarketsReport · 21 min read→MAY 2026Betting on the IndexCapital MarketsReport · 19 min read→APR 2026The Interest StateCapital MarketsReport · 20 min read→

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