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Insight, Intelligence, Impact
Guidances Intelligence · AI & Semiconductors
Guidances starts with public briefings, then Intelligence turns your question into the right mix of market impact, scenarios, portfolio context, earnings, world signals, and decision notes.
Public reading stays free · Intelligence is the paid workspace
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Start with the question you actually have, not a product menu to decode.
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Market impact, scenarios, holdings, earnings, and decision context appear only when they help.
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Every answer points back to sources, watchpoints, and the scorecard.
Show, don't tell
Not a wall of text — a shape. Each call is anchored to something checkable, branched into weighted futures, and scored in public when it resolves.
Why Guidances exists
Following AI and semiconductors means drowning in takes — most untethered to anything checkable, none of them scored, few around long enough to be proven wrong. Here is the problem with how the field gets covered today, and what we do about each piece of it.
The problem
Bold calls are everywhere; the misses quietly vanish. You can’t tell who has actually been right — only who is loudest this week.
What Guidances does
Every thesis is graded in public — Confirmed, Partial, or Miss — and joins a standing record. Nothing is ever deleted.
The problem
Most analysis never tells you what to actually watch, or where it would be wrong. It reads well and commits to nothing.
What Guidances does
Each thesis stakes a falsifiable claim — and the asset it touches, if you’re acting on it — a clear position you can hold us to, not a hedge.
The problem
Recaps look backward. By the time the story is clean, the move you needed to act on is gone.
What Guidances does
Scenario Trees branch each thesis into weighted futures, and the Market Lens tracks which one is unfolding in real time.
Read it like a story
Under every thesis is a plain-language story — where compute is going, who is building it, and what breaks next.
You don't need a background in tech, markets, IT, or AI to follow along. Every edition starts from the ground up — terms are explained the first time they appear, and the story carries you, not the jargon. The asset link and public score aren't homework; they're just what keep the writing honest, so you're learning the industry from people who get graded on being right.
Who reads Guidances
The curious
Anyone who wants to understand the AI buildout, not just the headlines about it.
Read today’s briefings →
Engineers & founders
Tracking where their industry — and their competition — is heading.
Build a workspace →
Investors, too
If you do act on it, the asset links, scenarios, decision context, and scorecard are inside one place.
Open Intelligence →
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Ask the question
Type what you are trying to understand or decide.
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Review the plan
Intelligence chooses the lenses it needs and shows the credit estimate before it builds.
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Save the context
Useful dashboards, watchpoints, and decision notes stay connected to the record.
What you get
Four desks · one subscription01
Start
Today’s story in plain language: what happened, why it matters, and what to watch next.
Explore →02
Ask
One prompt creates an ontology, evidence board, scenario tree, dashboard widgets, and monitoring rules.
Explore →03
Decide
Decision OS lives inside Intelligence, where notes and evidence stay attached to the workspace.
Explore →04
Record
Shows which reads later confirmed, partially worked, or missed.
Explore →Feature · Intelligence
Ask what a story means, and Intelligence decides whether it needs market impact, scenarios, portfolio exposure, earnings timing, world signals, or decision context. The reader sees one workspace; the lenses work underneath.
Intent
Quick answer, dashboard, recurring monitor, or decision context.
Lenses
Only the needed surfaces appear; the user does not pick tabs first.
Credits
The plan shows the estimate before deeper work starts.
Memory
Saved context stays attached to future questions and decisions.
The differentiator
Plans
Compare all plans →Reader
Free
Public reading
Read public briefings and get the basic story before opening deeper tools.
Start free →Plus
Best start$29 /mo
Intelligence credits
Use credits on quick answers, dashboard plans, and recurring monitors without choosing a separate product tab first.
Compare credits →Pro
$59 /mo
More credits + all context
Run deeper Intelligence workflows when you need market, scenario, portfolio, earnings, and decision context together.
See all plans →Guidances Intelligence
Public briefings remain open. Intelligence is where the deeper work happens: plans, dashboards, recurring monitors, and decision context in one workspace.
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