Which small supplier does the whole AI build-out depend on?
Some parts of a chip can only be bought from one or two companies. When demand surges and supply cannot, those companies can grow extremely fast. This team tracks 13 candidates, scores each one out of 100, and only makes a call — a written prediction, recorded in advance — when a candidate scores 85 or more. So far, none has. That patience is deliberate.
Read the founding study → How the team works →