We write the long version.

Most coverage of these companies arrives in fragments — an earnings beat, a contract leak, a controversy, a stock move. Useful in the moment, forgettable by the next news cycle. We do the opposite. We take one subject at a time and trace its whole shape: where it came from, who funded it, what decisions made it what it is, and what that means.

Our work is meant to stay true years after it is written, which is why our history of Palantir Technologies — first published in 2014 — is still cited across reference works in several languages. We treat that as the standard, not the exception.

What we believe

• Primary sources over hot takes. Filings, contracts, and the public record first. Opinion comes clearly labelled, if at all.
• Independence is the product. No subject of our research pays for coverage, and none gets to edit it.
• Plain language. If a reader needs a finance degree to follow a sentence, we rewrote the sentence.

Contact

Corrections, sources, and pointed disagreement are all welcome — they make the next revision better. Reach the research desk at [email protected].