01 / Research
Understand the AI stack.
We track where capital is moving and what shapes the economics of AI: compute, memory, energy, inference, and the competition between models.
Explore the researchAbout Upcurious
Independent thinking on the AI stack, connected to practical tools and the work of building with AI.
01 / Research
We track where capital is moving and what shapes the economics of AI: compute, memory, energy, inference, and the competition between models.
Explore the research02 / Practice
We build and document useful software, experiments, and practical guides for professionals using AI in real workflows.
Our editorial approach
Upcurious is an independent publication. We separate observed facts from interpretation, link to primary evidence where practical, and state what could invalidate a thesis.
Research is educational and does not constitute investment, legal, or financial advice.
Read our methodologyNew research arrives through Substack. Every issue is archived here with its publication date, sources, and a permanent link.
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