AI Reports

Research briefs on artificial intelligence: agentic software engineering, language models, reasoning, context management, policy, and infrastructure.
Research Brief
Cognitive Yield
How much useful cognitive work is society extracting from the energy committed to AI? Tokens-per-watt measures throughput; cognitive yield measures outcome.
Stanford IPW, OpenRouter, IEA, Sequoia, Gartner, Epoch AI
Technical Primer
Mathematics of Large Language Models
Vectors, matrices, softmax, cross-entropy, gradients, and attention — ten chapters with worked examples and exercises for practitioners who want to read the papers.
April 2026 10 chapters, 23 exercises, 7 diagrams
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