Real metrics vs PR
Economics and capital
AI economics measures how funding, valuations, debt and capex do—or do not—turn into revenue, margin and market power.
Central question
Is AI investment creating sustainable businesses?
Current answer
The answer changes by company and quarter. This cluster separates money raised, money spent and outcomes achieved instead of treating one figure as a substitute for another.
What we track
- funding and valuations
- capex, debt and revenue
- acquisitions and public markets
Second-order signals
- burn rate and profitability
- multiples and capital concentration
- real metrics versus narrative
Semantic relationship
AI industry turns capital into infrastructure, products and revenue.
Method: real metrics versus PR →
Dossiers building this analysis11 dossiers
What Elon Took to the BankSVC-040
Growth Is No Longer Enough: Broadcom's Warning to the NasdaqSVC-035
Big Tech Has Shown Its Cards. We've Seen the FlopSVC-030
When the Rocket Is the Business PlanSVC-028
$135 Billion and the Engine Won't StartSVC-026
Nvidia earns more than ever. The market punishes it harder than everSVC-019
It's Not a Market Anymore. It's a Private ClubSVC-018
Meta Pays $2 Billion in 10 Days for an 8-Month-Old StartupSVC-015
Oracle: The AI Debt Bomb That Horrified Wall StreetSVC-010
Meta Makes $16 Billion a Year From SCAMS... ON PURPOSESVC-006
OpenAI: 17 Times Worse Than the Dot-Com Crash. And Nobody Is Ready.