About Upcurious
Research for investors. Guides for builders.
Upcurious tracks where capital is moving across the AI stack and what AI tools can actually do. The work connects infrastructure economics, model competition, and changes in how software gets built.
What we cover
The research focuses on the physical and economic systems behind AI: compute, memory, inference, energy, pricing, open and closed models, and the software layers forming around agents.
Alongside that research, Upcurious builds and documents practical tools, experiments, and playbooks for professionals using AI in real workflows.
Editorial position
Upcurious is an independent publication. Articles aim to separate observed facts from interpretation, link directly 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 the full editorial methodology and disclosure policy.
Publishing
New issues are distributed through Substack and archived on this site. The first-party archive preserves publication dates, sources, related research, and permanent URLs.
Contact
For corrections, research questions, partnerships, or consulting enquiries, email theupcurious@gmail.com.