Reproducible, primary-source analysis of the AI industry: whether the buildout's unit economics are holding. A recurring, dated note, where each issue states a falsifiable test for its forward call. Every figure is published with its data and a script that regenerates it, so any number can be checked at source.
AI disclosure: the research is the author's; this text was drafted with AI assistance and reviewed by the author. The model, and the conflict it creates… See the full description on the dataset page:
https://huggingface.co/datasets/NMAIResearch/cost-watch.
