Research & Deep Dives
Structured industry and company maps: value chains, control points, incumbents, constraints, risks, and what to watch next.
Open Research & Deep DivesThe warehouse-versus-lakehouse framing is becoming less useful. This market map compares Snowflake, Databricks, ClickHouse, and open table formats through the architectural choices and control points that increasingly determine where analytics value accrues.
AI infrastructure ultimately depends on power availability, grid access, cooling, and data-center construction. This deep dive maps the energy value chain, its major constraints, and the companies positioned to benefit from growing compute demand.
The most capital-intensive pressure valve in AI infrastructure sits between constrained GPU supply and rising enterprise demand. This deep dive maps neocloud economics, customer segments, and the strategic position of providers between hyperscalers, model labs, and dedicated-compute buyers.
Moving enterprise AI from advice into execution requires a new coordination layer. This deep dive maps agentic workflow vendors, architectures, and control points, showing how software must manage models, tools, permissions, state, and human oversight to perform real work reliably.
Every business purchase passes through a control layer linking employees to accounting systems. This deep dive maps finance operations workflows and data models, showing how spending is requested, approved, recorded, reconciled, and made visible without sacrificing governance.
Production AI needs more than prompt monitoring. This deep dive maps the observability and evaluation stack required to trace model behavior, measure quality, diagnose failures, and improve systems whose outputs change across models, data, tools, and workflows.
Production AI turns inference into a runtime and margin problem. This market map covers accelerators, serving frameworks, managed endpoints, optimization software, model APIs, edge runtimes, and observability, showing why cost per useful output matters more than raw tokens per second.
As teams mix models and providers, routing logic becomes infrastructure. This deep dive maps gateways as the policy layer for fallback, spend, privacy, observability, audit, billing, and provider choice, then examines whether specialists or cloud platforms capture the value.