Topic Boards
One topic per board: the read and key numbers at the top, then sections of charts with their reading notes, refreshed with the dashboards. Each board hangs on a station of the AI buildout map.
AI Revenue: Where the ARR Comes From
This board answers three things: how much AI is earning, how fast it is growing, and which product drove each step up.
Compute Supply and the Cost Line: Can Supply Keep Up, and When Does It Pay Off
This board answers four things: whether compute is enough (revenue per chip against the breakeven line), when supply comes online, who ends up with the compute, and where the cost line per chip is heading.
Enterprise Adoption: How Many Companies Pay, Who Gets Paid, How Deep It Goes
This board answers four things: how many companies pay for AI, which model vendor gets the money, how deep the usage goes, and whether the tool layer keeps its customers.
Token Pricing: How China and the US Reprice, and the New Tiers
This board answers four things: are token prices still falling, who is raising and who is cutting, which tier is moving, and where the cost per unit of intelligence is heading.