INDEPENDENT TECHNOLOGY RESEARCH
Independent analysis of technology companies, competitive position, and capital allocation. Read the investment brief, or license the underlying research corpus for your own AI workflows.
Full briefs and repository access are paid. Substack remains the free publication.
META PLATFORMS · AI & DIGITAL ADVERTISING
Meta’s distribution and advertising engine give it a credible route to monetize AI. Standalone agent economics remain unestablished.
TWO PAID PRODUCTS
Each product comes from the same underlying research. They’re sold separately, so you can choose the format that fits your work.
THE HUMAN-READABLE EDITION
A polished, concise article that gets to the question, weighs the evidence, and tells you what would change the conclusion.
# Claims vs. verified reality
01 Evidence and source references
02 Key data and derived figures
03 Counterevidence and caveats
04 Unresolved questions
THE UNDERLYING RESEARCH CORPUS
Access the source research as readable .txt files. Give them to your own AI agent to inspect the evidence and explore the questions behind the article.
BUY EITHER ONE, OR BOTH.Each product has its own subscription and price.
INSIDE THE EDITORIAL
These previews show the kind of question each paid article takes on. The complete briefs are for members.
Starlink is the established earnings anchor. Can the new AI and software buildout earn returns before the cash cushion runs down?
AI is improving Meta’s ad engine. Muse has early adoption. Cost per task, retention, and monetization still determine whether agents become a profitable business.
ONE PROCESS. TWO OUTPUTS.
The article is the editorial judgment. The repository keeps the research trail available for closer inspection by you or your AI agent.
FOUNDING ACCESS
Pricing and checkout for both products will be announced before launch. Join the free Substack to get the invitation when founding access opens.
Get free letters on Substack ↗Substack is the free tier. Paid products will be sold on this site.ABOUT TEV CAPITAL
TEV Capital studies AI infrastructure and adjacent markets: the companies, capital, and operating constraints shaping what happens next. The goal is clear analysis that keeps reported facts, estimates, management claims, and open questions distinct.