SPECIAL EDITIONS · RETAIL RESEARCH

The business behind the headline.

Long-form company studies for people who want more than the announcement. Read chapter 1 free. Full web editions are $49 each, with one-time payment and a link you can return to.

AI Special Edition

Anthropic: The price of intelligence

A powerful AI business. An enormous infrastructure bill. Who pays for the promise?

47 chapters · $49 USDRead the free chapter ↗AI Special Edition

OpenAI: The numbers behind the curtain

You can use the product every day and still not see the business behind it.

21 chapters · $49 USDRead the free chapter ↗Retail Research · Volume 1

Lululemon: The empire built on little black stretchy pants

The pants were the product. The community was the engine. What happens when the engine stalls?

30 chapters · $49 USDRead the free chapter ↗

Edition date: September 29, 2026. Charts are labeled plans, not finished graphics. Not investment advice.