PERCEPTRON / INSIGHTS

Insights.

Ideas, research and the tools we build for a better investment process.

Selected insights

Perspectives on AI, markets and investing.

Models are already heterogeneous. The orchestration layer is not.

How smarter models unlock new inference demand—and why investors must manage both underexposure risk and the ability to survive the cycle.

A new inference layer between classical ML and frontier LLMs could reshape the economics of cybersecurity, cloud infrastructure, agents and games.

AceStocks connects earnings-season events with five-year operating continuity, so every judgment can return to evidence.

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ABOUT THIS COLLECTION

Notes on our research process and products in development. Any illustrative data and prototype limitations are explained in each article.