AI for Enterprise
Anthropic and OpenAI announce joint ventures with leading investors
READResearch · Advanced Technology
Frontier technology is becoming infrastructure
How AI, compute, chips, data, and energy systems are turning invention into the operating layer of economic and strategic power.
The Thesis
Capability now ships as infrastructure
Artificial intelligence, compute, data, and the energy that powers them are no longer discrete products. They are becoming the substrate other industries are built on, and the basis on which advantage is won.
The Power Curve studies how frontier technology diffuses, who captures the returns, and where the physical and institutional constraints bind before capability can scale.
- Where compute concentrates
- Who controls the inputs
- How fast capability diffuses
- Where energy binds
Key Questions
What we study
- How fast is frontier capability diffusing, and who captures the returns?
- Where are the binding constraints: chips, energy, data, or talent?
- How do compute and model economics reshape competitive advantage?
- Which institutions can absorb and deploy new technology at scale?
Selected Research
Publications on advanced technology
The Price That Prices the World
Brent crude has risen roughly 70 percent since February
READThe Most Profitable Business Ever Built
How Alphabet stands apart
READResearch Streams
Six domains for understanding power, capability, and structural advantage.
Together, they provide a framework for understanding how capability is built, transformed, and sustained.
01
Strategic Competition
How states, firms, and institutions compete through technology, industrial capacity, alliances, statecraft, and economic leverage.
Explore 02Advanced Technology
AI, compute, frontier infrastructure, data, productivity, and the systems that convert invention into capability.
Explore 03Capital & Markets
Capital allocation, investment cycles, fiscal capacity, financial systems, rates, risk, and markets.
Explore 04Institutions
State capacity, governance, legitimacy, regulation, coordination, trust, and execution.
Explore 05Cities & Infrastructure
Urban systems, energy, logistics, housing, resilience, and the physical geography of growth.
Explore 06Decisions Under Uncertainty
Frameworks for strategy, judgment, resource allocation, and institutional choice when information remains incomplete.
ExploreSubscribe
Stay ahead of the curve.
Receive independent research and analysis on the forces reshaping economic and strategic power.