Follow the evidence.
The people, positions and questions you’re investigating.
AI infrastructure.
How durable is the demand?
Explore the views of six investors, operators and analysts. Read their statements, compare perspectives and examine what could change.
34 selected statements · Dec 2023–Aug 2026
Selected archive sample, not a live feed.
Position readings, findings and scenarios are curated demonstrations, not validated predictions.
Choose a person
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Statements
A cohort is a named set of people you compare as a group. Both cohorts are drawn from the same selected sample, so a difference between them is a difference within this sample. It is not a claim about everything these people have said.
Each dot is one statement, placed at the date it was said and the position it takes on the investigation question. The bar to the right is the shift between their first and last statement here. Both the position score and the shift are curated readings for this demo, not pipeline output. Assertiveness is an experimental text heuristic over the verbatim words, not a validated measure.
A finding is a claim about the corpus. Every one opens onto the statements that support it and the statements that cut against it, because a finding with no dissent shown is a finding nobody checked.
Illustrative scenario. Not a forecast, and not produced by the scorer.
The question, horizon, assumptions and sensitivities below were written for this demo to show the shape of the experience. The evidence attached to each assumption is real and links to source. The Minutes has not validated any prediction, and nothing here has a track record.
Question
Does aggregate AI infrastructure capex in 2028 exceed $2 trillion?
Horizon
To 31 December 2028. Twenty-eight months from the newest statement in this corpus.
Corpus behind it
Assumptions, each with the statement it rests on
What would change the outlook
An alert rule watches the corpus and tells you when something in it changes. Build one here, then read the example it would have produced.
Saved investigations keep the people, the subject, the view you were in and your note. Reopening one restores that state.
Your note on this investigation
Saved
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