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.
Explore four complete samples below. Full library subscriptions 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.
THREE WAYS TO SUBSCRIBE
Choose company research for you, research files for your AI, or Complete Access to both libraries with tech ETF coverage included as it launches.
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. Download quarterly company research and give it to your own AI tool. Historical coverage begins in Q1 2023, with new quarterly updates.
FOR YOU AND YOUR AI
Company research in both formats, with technology ETF research included at no additional charge as reports are published.
CHOOSE YOUR RESEARCH ACCESS.US$9.99 per individual plan · US$19.98 Complete Access.
READ BEFORE YOU SUBSCRIBE
Download two complete articles and their corresponding AI-agent research files. No account or payment required.
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
Research Articles and the Agent Research Library are US$9.99/month each. Complete Access combines both for US$19.98/month, with tech ETF coverage included as it launches. Existing subscribers to both individual plans receive the same ETF benefit.
Get free letters on Substack ↗Free letters remain on Substack. Beyond these four free samples, the research libraries and future releases are for paid members.ABOUT TEV CAPITAL
TEV Capital studies AI infrastructure and adjacent markets: the companies, capital, and operating constraints shaping what happens next. Coverage focuses on large technology platforms, semiconductors, memory, and hardware. Upcoming ETF research will connect these company developments to selected technology funds. Reported facts, estimates, management claims, and open questions are kept distinct.