One full-stack research relationship, pointed at your question.
We work with three kinds of partner. Each buys the same thing, a research partner who can reason from the transistor up, applied to a different decision.
VCs, hedge funds, and investment funds
- →Telling a real silicon-level advantage from a narrative one
- →Validating a thesis on hardware roadmaps, inference economics, or datacenter buildout
- →Independent technical due diligence on an AI or semiconductor investment
A typical engagement is a focused due-diligence memo or a custom research piece on a specific question, with a follow-up briefing for the investment team. Some funds keep us on retainer for ongoing market intelligence.
Start a conversation →McKinsey, BCG, Bain, and peers
- →Client work that needs genuine hardware-and-model depth not available in-house
- →Specialist technical research that augments an existing engagement
- →Expert input the client can trust because it comes from people who built the stack
We act as a specialist technical partner behind your engagement: scoped research, expert review of a technical thesis, or direct briefings, delivered to fit your timeline and your client's standard.
Start a conversation →Product and engineering leaders
- →Choosing which models and tools actually fit the problem
- →Architecting for cost and performance instead of discovering the bill later
- →Knowing what is worth building versus buying, and where teams waste time and money
The same research-and-advisory relationship we offer investors and consultancies, pointed at your build: an architecture and cost review, ongoing technical advisory, or a deep dive on a specific decision, so your choices stay current and grounded from the model down to the silicon.
Start a conversation →Ways to work with us.
Custom research reports
Commissioned, primary-source research on a specific question, written from the silicon up and fully sourced.
Ongoing research retainer
A continuing relationship that keeps your thesis, roadmap, or market view current as the stack moves.
Technical due diligence
A one-off, deep technical assessment of an AI or semiconductor investment or build.
Advisory & expert briefings
Direct, expert-network-style access to full-stack expertise for a board, an IC, or an engineering team.
Technical advisory for builders
Hands-on guidance for teams building AI products: model selection, architecture, cost, and build-vs-buy.
Not sure which fits? Tell us the question and we'll scope it.
Get in touch