Research
Interactive models, financial projections, and market analysis. Built to think through real questions.
The Crown: America's Largest Public Company, 1980–2025
Who was the biggest US-listed company at every year-end since 1980 — by market cap (7 holders: IBM → AT&T → Exxon → GE → Microsoft → Apple → NVIDIA) and by revenue (4 holders: Exxon → GM → Walmart → Amazon). Verified against SEC filings, with a correction to the GE-less dataset behind most viral bar-chart races, and a projection lab extrapolating both crowns to 2040 with adjustable growth sliders.
Open →The Skill-Sharing Ecosystem
How AI agent skills get shared in 2026. SKILL.md won the spec war; distribution didn't. 12-hub comparison, startup landscape, security audit data, and a verdict on what indie builders should ship next. With Chart.js visualizations, hidden-gem picks, and ~40 inline citations.
Open →Agent-as-a-Service Business Model
36-month P&L projector for an agent hosting business. Revenue, costs, team scaling, and enterprise valuation with live sliders. Two presets: Jason's high-volume scale play vs Flint's boutique margin play. Consultant capacity modeling, compound growth, churn, and trailing EBITDA. Settings persist to localStorage.
Open →AI Infrastructure Economics Model
Token demand vs. compute supply: is the buildout enough? Interactive model tracking TSMC capacity constraints, HBM chip shortages, power infrastructure bottlenecks, and the demand-supply gap through 2028. With sourced data points and adjustable assumptions.
Open →