INDEPENDENT TECHNOLOGY RESEARCH
Independent analysis of technology companies, competitive position, and capital allocation. Read the investment brief, or license the underlying research corpus for your own AI workflows.
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META PLATFORMS · AI & DIGITAL ADVERTISING
Meta’s distribution and advertising engine give it a credible route to monetize AI. Standalone agent economics remain unestablished.
TWO PAID PRODUCTS
Recent articles for you. A quarterly research archive for your AI tools. Each subscription is US$9.99 a month; choose either or both.
THE HUMAN-READABLE EDITION
A polished, concise article that gets to the question, weighs the evidence, and tells you what would change the conclusion.
# Claims vs. verified reality
01 Evidence and source references
02 Key data and derived figures
03 Counterevidence and caveats
04 Unresolved questions
THE UNDERLYING RESEARCH CORPUS
Access the source research as readable .txt files. Download quarterly company research and give it to your own AI tool. Historical coverage begins in Q1 2023, with new quarterly updates.
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INSIDE THE EDITORIAL
These previews show the kind of question each paid article takes on. The complete briefs are for members.
Starlink is the established earnings anchor. Can the new AI and software buildout earn returns before the cash cushion runs down?
AI is improving Meta’s ad engine. Muse has early adoption. Cost per task, retention, and monetization still determine whether agents become a profitable business.
ONE PROCESS. TWO OUTPUTS.
The article is the editorial judgment. The repository keeps the research trail available for closer inspection by you or your AI agent.
FOUNDING ACCESS
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Get free letters on Substack ↗Free letters remain on Substack. Full PDFs and research files are reserved for paid members.ABOUT TEV CAPITAL
TEV Capital studies AI infrastructure and adjacent markets: the companies, capital, and operating constraints shaping what happens next. The goal is clear analysis that keeps reported facts, estimates, management claims, and open questions distinct.