AI Reports

Research briefs on artificial intelligence: agentic software engineering, language models, reasoning, context management, policy, and infrastructure.
Research Paper
Confidence Without Calibration
How LLM agents fail at scope boundaries, and what behavioral traces reveal about the gap between instruction and execution.
April 2026 428 agents, 10K probes, Gloaguen et al., wshobson/agents
Research Brief
AI Factory Site Selection
Where power, water, and permits are colliding at gigawatt scale.
April 2026 PJM, ERCOT, OpenAI, xAI, Meta, DOE, Google, Kyle Bass
Research Brief
AI Infrastructure Economics
Which AI infrastructure path delivers the best EBITDA profile?
March 2026 NVIDIA, CoreWeave, Lambda Labs, AWS, Anthropic
Research Brief
AI Adoption and the Employer's Dilemma
The compounding cost of "no"
February 2026 Shopify, Klarna, Duolingo, McKinsey, MIT
Research Brief
AI Chip Export Controls
Are US semiconductor export restrictions actually slowing China's AI progress?
January 2026 NVIDIA, Huawei, SMIC, DeepSeek, BIS