New on Substack: AI Is Still a Compute Story, For Now →

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Investment research on the AI stack. Practical guides for professionals. Consulting for businesses navigating the AI transition.

01 / The Studio

What we do

Investment Research

Independent analysis of the AI stack — infrastructure, models, and the companies building the next layer of the internet. Understand where the value flows.

AI How-To Guides

Practical, no-fluff guides on using AI tools in your daily workflow. Built for professionals who want real leverage — not hype.

AI Consulting

Hands-on advisory for businesses and professionals navigating AI adoption — from strategy to implementation. We help you move from curious to capable.

02 / Newsletter

Upcurious on Substack

Investment research and AI insights — delivered straight to your inbox.

Latest Article
AI Infrastructure

AI Is Still a Compute Story, For Now

The AI stack is evolving fast, but compute remains the constraint that still matters most. Why GPUs, inference demand, and infrastructure capacity continue to shape the market.

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03 / Projects

Things we are working on.

04 / Playbooks & Resources

Featured Release

ship_with_claude.md
import { Claude } from 'anthropic';

// Initialize your build environment
const startup = new AIstartup();

startup.ship(
  idea,
  speed: '10x',
  quality: 'premium'
);

Ship with
Claude.

Featured Playbook

Shipping with Claude Code

A hands-on guide to building and launching real products using AI—no traditional coding background required. Turn ideas into shipped work.

Step-by-step setup and your first shipping workflow.
Practical prompt patterns for building real features.
Blueprints and deployment checklists to ship confidently.
View Details Get for Free Free for limited time

05 / Social Media

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Deep dives, quick wins, and behind-the-scenes insights. Join our community of builders.