Market View
AI Industry Analysis
Companies, supply chains, investment logic, and industry reports. This hub organizes research notes; it does not provide entry points, price targets, or stock recommendations.
OPENAI
OpenAI
View OpenAI →OpenAI is the company behind ChatGPT, API products, Sora, and enterprise AI platforms.
- Who Runs OpenAI? The Founders, Current Executives, and the Geniuses Who Left Who are the people behind ChatGPT? This piece introduces OpenAI's six founders, its current core executive lineup, and the geniuses who left to start their own ventures or join rivals, so you can understand where this team came from and where it's headed.
- OpenAI's Legal Battles: The Musk Lawsuit, Copyright Cases, and Regulatory Pressure Explained Beneath the valuation, the law is OpenAI's biggest uncertainty. This piece breaks down the first-instance verdict in Elon Musk's lawsuit, the New York Times copyright case, Europe's GEMA ruling, and the regulatory scrutiny of the nonprofit conversion plus EU AI Act pressure.
- What Products Does OpenAI Make? The Full Map from ChatGPT and Codex to In-House Chips OpenAI is more than just ChatGPT. This piece lays out its entire product map in one go: consumer chat, Codex for coding, the API platform, image generation, open-weight models, and its move into building its own chips and hardware devices.
GOOG
Google (Alphabet)
View Google →Google brings together Gemini, DeepMind, TPUs, Search, Cloud, and Workspace distribution.
- Even Google Admits It's Behind Claude: The Co-Founder's Leaked Memo In April 2026, a leaked internal memo revealed that Google co-founder Sergey Brin admitted Gemini was trailing Anthropic's Claude in AI coding, and ordered an elite team to close the gap. This piece unpacks what the memo said, Google's counterpunch, and how to read this rare bout of self-criticism.
- How Many Versions of Gemini Are There? Flash, Pro, Omni, and Flash-Lite Explained Gemini is a whole lineup of Google models, each built for a different job. This piece walks you through Flash, Pro, Flash-Lite, and Omni from four angles—speed, cost, long context, and multimodality—so you can see where each one sits and how to pick.
- Does Gemini or ChatGPT Have More Users? The Question Hides Three Traps Google says Gemini has 900 million users, OpenAI says ChatGPT has 900 million too, but these two '900 millions' simply can't be compared head-to-head. This piece teaches you to see through the metric traps behind AI platform user numbers, without declaring a winner for either side.
ANTH
Anthropic
View Anthropic →Anthropic is the company behind Claude, enterprise safety work, long context, and AI coding workflows.
- The Enterprise AI Battle: Anthropic vs OpenAI, and What Really Separates Claude from ChatGPT Anthropic and OpenAI share the same origins and now compete head-on, yet they're walking opposite paths: one wants to be the AI for enterprises, the other the AI for the masses. This piece uses one table and six angles to unpack the difference between the two companies behind Claude and ChatGPT.
- How Did Claude Code Become Anthropic's Growth Engine? The Business Comeback of an AI Coding Tool Not long after launch, Claude Code became one of Anthropic's fastest-growing revenue engines, with annualized revenue blowing past several billion dollars. This piece breaks down, from a business angle, why it took off in the enterprise market and which rivals it faces.
- How Is the Claude Model Family Divided? Opus, Sonnet, Haiku and the Constitutional AI Technical Path Claude splits into three tiers — Opus, Sonnet, and Haiku — backed by a training method called Constitutional AI. This piece unpacks Anthropic's technical path: how the models divide the work, how safety is built in, and which domains it deliberately stays out of.
SPCX
SpaceX & SpaceXAI
View SpaceX →SpaceX, SpaceXAI, Starlink, Starship, and Musk infrastructure are tracked as one industrial stack.
- SpaceX IPO Outlook: Breaking Down the Investment Value of a $1.25 Trillion Space Empire After the SpaceX and xAI merger, the combined entity is valued at $1.25 trillion and is reportedly preparing the largest IPO in history. This article combines five independent research reports to analyze Starlink, Starship, government contracts, valuation, and risks.
- xAI Deep Dive: Using Five AI Models to Dissect Elon Musk's AI Empire xAI went from founding to a SpaceX acquisition in only 35 months. This report cross-checks ChatGPT, Claude, Gemini, Perplexity, and Grok to examine Colossus, the co-founder exodus, the CSAM scandal, Musk ecosystem synergies, and governance risk.
PPLX
Perplexity
View Perplexity →Perplexity is an AI search and answer-engine company with a developing advertising model.
MISTRAL AI
Mistral AI
View Mistral AI →Mistral AI is a European model company focused on open strategy and enterprise deployment.
CHINA AI
Chinese AI Models
View Chinese AI Models →A neutral industry view of China's AI model ecosystem, covering companies, product positioning, ecosystems, and supply-chain constraints without stock picks or trading advice.
Coming soon: Chinese AI model company profiles are being organized and will be added here.
ANALYTICS
AI Industry Notes
View AI Industry Notes →Observation and judgment frameworks for the AI industry: bubble debates, where the money flows, circular financing, and compute rental. Understanding structure, not chasing tickers.
- What Are AI Stocks? One Money Map to See Who Earns and Who Burns AI stocks come in countless flavors, but what you really need to grasp is how the money flows. This piece draws one money map, starting from the cloud giants' nearly trillion-dollar capex and following it down to chips, equipment, memory, server contract manufacturers, and model companies — so you can see which layer has fat margins, which is thin, which is still investing heavily, and why.
- What Is an AI ETF? How to Read Its Holdings, Types, and Expense Ratio Want to ride AI through an ETF, but there are countless AI ETFs and the differences are murky? This plain-English guide explains what an AI ETF is, the common types (pure AI theme, semiconductors, robotics, big tech), how to read holdings and expense ratios, and why two funds both named 'AI' can hold very different stocks. For educational purposes; no specific picks recommended.
- What Is AI Circular Investing? Making Sense of the Money Loop Between NVIDIA, OpenAI, and the Cloud Giants What is AI circular investing? NVIDIA plans to invest in OpenAI, OpenAI turns around and buys compute from NVIDIA and Oracle, while Amazon and Google invest in Anthropic and then collect its cloud orders. This piece lays out the web of 'invest in each other, buy from each other,' unpacks the bull-vs-bear debate, and shows you how to tell official figures from media estimates.
EXPLAINER
Supply Chain Notes
View Supply Chain Notes →Compute, chips, memory, networking, data centers, and infrastructure constraints behind AI.
- What Is EUV? Why ASML's Exclusive Extreme-Ultraviolet Lithography Has the Most Advanced Chips in a Chokehold EUV (extreme-ultraviolet lithography) is the key piece of equipment for making the most advanced chips, and only ASML in the world can build it. This is a plain-English guide to what EUV is, how it works using light at a 13.5-nanometer wavelength, the difference between Low-NA and High-NA, and why it's both the lifeblood of TSMC, Samsung, and Intel and the core of export controls.
- What's the Difference Between a GPU and a CPU? Why Large-Scale AI Training Runs Mainly on GPUs Computers have had CPUs for ages, so why do you need a GPU to run AI? This is a plain-English take on the difference between CPU and GPU: a CPU is a handful of powerful cores, good at handling complex tasks one at a time; a GPU is a huge number of small cores, good at running many computations in parallel at once. AI training happens to be a flood of identical computations, which plays right into a GPU's strengths, while a CPU plodding through them one by one would be hopelessly slow.
- What Is Immersion Cooling? Will Dunking Servers in Coolant Be the Answer to AI Heat? Immersion cooling submerges an entire server in a non-conductive coolant to carry heat away, and it comes in single-phase and two-phase flavors. This piece spells out what it is in plain English, how it differs from cold-plate liquid cooling, why high-power AI racks have put it in the spotlight, why it still isn't mainstream, and which Taiwanese firms actually have immersion products.