Analysis

Our thesis, in depth

Long-form, sourced analysis on where the data for the next generation of AI actually lives — each edition with its film.

world modelsphysical aidata licensingJuly 2026

Web scraping won't train the next AI

Public text is finite, self-polluting and locking shut. World models and physical AI need real, operational, multimodal data that was never published — and it belongs to operators, not labs.

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predictive maintenancetime seriesindustrial aiJuly 2026

The most valuable dataset in AI is the one nobody is keeping

Two months of signals point at one dataset: predictive-maintenance time-series from the physical economy. 43% of every holder we mapped, 100% time-series, on a $1.4-trillion-a-year problem that can't be scraped.

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