Strategic Structural Analysis
"Power is the new AI bottleneck" is the sector's most crowded sentence, and the crowd draws two wrong conclusions from it. Three falsifiable calls: the chip premium holds, the equipment order books keep the rent, the power-stock trade is spent.
Strategic Structural Analysis
A backtest: frozen the day after SpaceX bought EchoStar's spectrum, four structural calls on who buys the constraint next — scored against what actually happened, control included.
Strategic Structural Analysis
A backtest: we froze a vantage the day Llama 2 went free, made four calls from only what was knowable then, and scored them against what happened. Three hits, one honest miss, and the blind Brier we didn't flatter.
Strategic Structural Analysis
Direct-to-device puts a cell signal where no tower ever will. Three carriers just pooled the spectrum to deliver it — and released a profit pool in the process. Six falsifiable calls on who catches it.