Contrary Research

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No direct emails from contraryresearch.substack.com. Read inside Substack or via the RSS feed. 20 posts pulled from the feed. Referenced 50 times by other newsletters.

Recent posts

• 2026-05-16Inference Boom Fuels Cerebras IPO
• 2026-05-13The Virtual Cell Revolution
• 2026-05-09SpaceX's Compounding Hardware Advantage
• 2026-05-08Mapping the Shadow Grid
• 2026-05-02Anthropic Approaches $900 Billion Valuation
• 2026-04-29The Anduril Thesis
• 2026-04-25Cursor's $60 Billion Escape Hatch
• 2026-04-18Allbirds Pivots to AI, Maine's Data Center Ban, Stargate Crashes to Earth
• 2026-04-13Restoring American Rare Earth Independence
• 2026-04-11Mythos Panic, Intel Joins Terafab, Meta's Claude Problem
• 2026-04-04Data Centers Go Nuclear, GitHub Ad Controversy, and AI Vibe Fraud?
• 2026-03-28Q-Day Approaches, Data Center Hurdles, SpaceX IPO Looms
• 2026-03-21$2.5 Billion in Smuggled Chips, Uber's Rivian Partnership, Trustpilot AI Use Surges
• 2026-03-20Privacy & Identity in the Age of AI Memory
• 2026-03-14xAI's Untimely Pivot, Zero Human Companies, Anduril to the Moon
• 2026-03-07Anduril Doubles Revenue, Anthropic Jobs Report, Apple On-Device Inference
• 2026-02-28Block Cuts 40%, AI Shadow Grid, Anthropic vs. Pentagon
• 2026-02-27Is the Memory Shortage Intentional?
• 2026-02-21OpenAI’s Question Mark, Intel Floundering, Alpha School Hype
• 2026-02-14Anthropic's Historic $30 Billion Round

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