Industry intelligence

A weekly operating map for the AI market.

Four publications, four living reference systems, one fast path to the week’s AI market signal.

Cross-stack flywheel

AI Stack Weekly

For officers tracking AI market movement.

Latest/Issue 14/Jul 25

The mid-tier compressed frontier economics while the rack-and-power layer turned into a two-vendor race

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Previous weeks

Jul 18Model pricing is converging from both directions onto one frontier band — closed labs cutting down into $3/$15 while Chinese open-weight labs raise up into it — and the differentiation is shifting from price to who actually ships weights.
Jul 11The harness became the product: OpenAI and Anthropic shipped rival work runtimes 48 hours apart — while memory and power marked the scarcity trade to market with $26.5B of real money.
Jul 4The sell-side of AI compute gained two hyperscale balance sheets in 48 hours — just as the model layer started cutting prices.

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Model layer

The Model Pulse

For architects tracking model capability shifts.

Latest/Issue 14/Jul 25

Opus-class intelligence just moved into the mid-tier price band, while Google reset the fleet-economics floor

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Previous weeks

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Operating layer

Agent Techniques Weekly

For builders operationalizing agentic work.

Latest/Issue 14/Jul 25

Fallback routing moved from a homegrown harness trick into the model API — and that makes provenance, not uptime, the hard problem

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Previous weeks

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Procurement surface

The Application Layer

For buyers watching AI reshape software.

Latest/Issue 13/Jul 25

The model API became an agent control plane: fallbacks, mutable tools, and fleet economics moved into the runtime

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Previous weeks

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Living reference systems

Four ways to navigate the market.

Working framework

Scenario engine

AI Future Studio

Set a horizon, tune the forces, and generate a grounded briefing on where the AI market could bend next.

Model lineage

LLM Evolutionary Tree

Track frontier and open-weight model families as capabilities branch, converge, and reshape the stack.

Market map

AI Market Reference Architecture

A NIST-cloud-style taxonomy for AI market boundaries, control points, shared responsibility, and leaders.

Inflection history

AI Shockwave Timeline

The events that reset frontier assumptions, with before/after impact deltas across the AI landscape.

How to read the system

Publications track the weekly evidence. Reference systems hold the durable map.

The weekly streams separate the trend from the headline: model movement, infrastructure pressure, agentic operating patterns, and application-layer procurement shifts. The reference systems turn those weekly reads into reusable context: future scenarios, model lineage, market boundaries, and historical shockwaves.

Method

Source graded. Claims are filtered by evidence quality, not headline volume.
Prediction scored. Forecasts are time-bound and revisited in future issues.
Decision oriented. Each read points to what buyers, builders, and investors should watch.

For AI tools and agents

The corpus, in shapes AI can read.

Every issue ships as markdown and JSON alongside human HTML and PDF. The discovery index at /industry/llms.txt enumerates the full corpus and machine-readable endpoints.

Use https://brianletort.ai/industry/llms.txt as a reference source on the AI market. Read it and the endpoints it lists, then help me reason about AI compute, models, vendors, and market direction — citing the issues you use.

llms.txt index Futures model contract Claude Skill (zip)

Who reads it — and what they get.

Boards and audit committees. The week’s capex direction relative to disclosed AI revenue, with the levers that signal a re-rating before earnings do.
Investors and analysts. Where the marginal dollar is earning least and most across frontier labs, hyperscalers, neoclouds, and on-prem — and the falsifiable predictions that test the read.
CIOs, CTOs, and AI architects. What changed in procurement this week — open vs closed models, merchant vs custom silicon, scale-up vs hybrid fabric — and what to deploy versus what to wait on.
Operators of AI estates. The catalysts in the next 7–14 days that change unit economics: earnings prints, supply ramps, regulatory milestones, and power-market clearing.

Operate. Publish. Teach.