Next Arc Research

Introduction

Next Arc Research is built around one question: as AI makes it cheaper to think, coordinate, and build, which companies are positioned to benefit most — and can we spot them before it shows up in the earnings? Every week, we analyze ~120 public companies, tracking where real advantages are forming, what the risks are, and what evidence would change our mind. See the FAQ.

Grounded in my own investing thesis and AI expertise, Next Arc Research leverages advanced reasoning models and extensive web research to evaluate companies through qualitative and quantitative signals of long-term potential. The framework is inspired by Emad Mostaque's "The Last Economy" thesis — the view that we’re entering a phase of unprecedented technological acceleration that will redefine how value emerges across industries.

Disclosure: I hold long positions in most of the companies I analyze on this platform. The detail page of any company will be specific as to whether I hold that company. My allocation to any particular company varies based on implied growth, risk and other factors. This is not investment advice and I am not paid to promote any company.

Methodology

Each week, AI models run fresh research on every company and score them across five dimensions:

• Growth Potential: Where could this company be in 5 years? Scores range from flat/declining to 10x+.
• Risk Profile: 10 weighted factors — technology maturity, regulatory exposure, capital needs, macro sensitivity, and more.
• AI Advantage: Not "does this company use AI?" but "does AI make this company harder to compete with?"
• Competitive Position: Who are the real threats, and where are the durable edges?
• Week-over-Week Trends: How are scores shifting? What's improving or deteriorating before it hits the headlines?

The models pull from earnings calls, product launches, regulatory filings, and competitive developments — so the analysis reflects this week, not last quarter.

Coverage

I analyze a curated selection of public companies with significant exposure to transformative technology trends. My coverage includes:

• AI & Machine Learning infrastructure and applications
• Biotechnology and AI-driven drug discovery
• Quantum computing and advanced semiconductors
• Robotics and automation
• Fintech and crypto infrastructure
• Cloud computing and SaaS platforms
• Energy transition and climate tech

Currently covering 125 symbols:

AAOI Applied Optoelectronics, Inc. Applied Optoelectronics designs and manufactures fiber-optic networking products, including lasers, transceivers, modules, and broadband equipment, for AI data centers, cable, telecom, and fiber access networks. ACHR Archer Aviation Inc. Archer develops electric vertical takeoff aircraft, unmanned aircraft systems, and aviation AI technologies for commercial aerospace and defense customers. AI C3.ai, Inc. C3 AI sells enterprise AI software, combining a governed application platform, packaged industry applications, and generative AI tools for large organizations. AISP Airship AI Holdings, Inc. Airship AI provides video, sensor, and data-management software, edge appliances, and support services for federal and enterprise security operations. ALAB Astera Labs, Inc. Astera Labs sells semiconductor connectivity chips and management software that help AI and cloud data-center racks move data, attach memory, and validate systems faster. AMBA Ambarella, Inc. Ambarella develops low-power edge AI semiconductor chips and software for automotive, security, robotics, and other intelligent camera and sensor systems. AMD Advanced Micro Devices, Inc. AMD designs and sells CPUs, GPUs, networking silicon, adaptive chips, software and rack-scale systems for data center, client, gaming and embedded markets. AMKR Amkor Technology, Inc. Amkor provides outsourced semiconductor packaging and test services for chip companies, foundries and electronics makers, with growing exposure to AI, data-center and automotive devices. AMPX Amprius Technologies, Inc. Amprius develops and sells high-energy silicon-anode lithium-ion battery cells for drones, defense, aerospace, and light-mobility applications. AMZN Amazon.com, Inc. Amazon operates a global commerce marketplace, cloud infrastructure platform, advertising network, subscription ecosystem, and fulfillment network. ANET Arista Networks, Inc. Arista sells high-performance Ethernet switching and routing systems plus network operating and management software for AI, cloud, data center, campus, and branch environments. APLD Applied Digital Corporation Applied Digital builds, finances, and operates power-dense data center campuses and hosting facilities for hyperscaler AI, high-performance computing, and bitcoin mining workloads in North America. APP AppLovin Corporation AppLovin provides AI-powered advertising, measurement, and monetization software that helps advertisers acquire customers and helps app, web, and connected-TV publishers monetize audiences. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech pursuing Apitox for knee osteoarthritis while also operating MindWave, a digital-asset holding, trading, and treasury-governance business. ARM Arm Holdings plc Arm licenses CPU, GPU and system IP, compute subsystems, and related software and tools to semiconductor and electronics companies. ASML ASML Holding N.V. ASML supplies lithography systems, metrology and inspection tools, computational lithography software, and services used by semiconductor manufacturers to make chips. ASTS AST SpaceMobile, Inc. AST SpaceMobile builds and operates direct-to-cell satellites and carrier-integrated network systems that connect ordinary smartphones from space, plus related gateway and government communications services. AUR Aurora Innovation, Inc. Aurora develops the Aurora Driver self-driving system for heavy trucks and is commercializing driverless freight services on U.S. highway corridors. AVAV AeroVironment, Inc. AeroVironment develops autonomous aircraft, precision strike systems, counter-drone systems, space technologies, and cyber capabilities for U.S. and allied defense customers. AVGO Broadcom Inc. Broadcom designs semiconductor and infrastructure software products for hyperscalers, enterprises and service providers, with growing exposure to custom AI accelerators, networking and private-cloud software. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software and services for defense, national security, border and travel, and regulated screening workflows. BEAM Beam Therapeutics Inc. Beam Therapeutics develops precision genetic medicines built on its proprietary base-editing platform, with lead programs in sickle cell disease and liver-targeted rare diseases. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound devices, cloud workflow software, and embedded Ultrasound-on-Chip licensing for healthcare and adjacent partners. BKSY BlackSky Technology Inc. BlackSky operates an imaging satellite constellation and sells subscription geospatial intelligence, analytics, and mission solutions to government and commercial customers. BWXT BWX Technologies, Inc. BWXT designs, manufactures and services nuclear components, fuel and engineering solutions for U.S. defense, commercial nuclear and related government programs. CBRS Cerebras Systems Inc. Cerebras designs AI accelerators and rack-scale systems and monetizes them through hardware sales plus cloud inference and training services. CDNS Cadence Design Systems, Inc. Cadence develops software, semiconductor IP, emulation hardware, and cloud tools used to design and verify chips and electronic systems. CEG Constellation Energy Corporation Constellation Energy generates power from a large U.S. fleet led by nuclear and gas assets and sells electricity, natural gas and energy solutions to customers nationwide. CLS Celestica Inc. Celestica designs, engineers and manufactures AI-era data center hardware, networking platforms, rack-scale systems, and related supply-chain and lifecycle services for hyperscalers, OEMs and enterprises. COHR Coherent Corp. Coherent makes optical transceivers, lasers, switches, materials, and other photonics hardware used in AI datacenters, communications networks, and industrial systems. COIN Coinbase Global, Inc. Coinbase operates a regulated platform for crypto trading, custody, stablecoin payments, developer tools, and emerging tokenized-asset markets. CORZ Core Scientific, Inc. Core Scientific operates U.S. data center campuses that provide high-density colocation for AI workloads while winding down legacy bitcoin mining activities. CRDO Credo Technology Group Holding Ltd Credo sells high-speed connectivity chips, cables, optical transceivers and connectivity IP for Ethernet, PCI Express and AI data infrastructure. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management, collaboration, analytics, data management, integration, and AI-enabled workflow automation to enterprises. CRNC Cerence Inc. Cerence sells AI-powered in-car assistant software, connected services, and adjacent agent tools to automakers and Tier 1 suppliers. CRSP CRISPR Therapeutics AG Gene-editing biotech developing CRISPR-, siRNA-, and cell-based medicines, with shared economics on CASGEVY and a broader wholly owned pipeline. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-delivered cybersecurity subscriptions that protect endpoints, cloud workloads, identity, data, and security operations for enterprises and public-sector customers. CRWV CoreWeave, Inc. CoreWeave provides GPU-accelerated cloud infrastructure, software, and managed services for AI labs, enterprises, and cloud customers. DDOG Datadog, Inc. Datadog sells cloud software that helps enterprises monitor, troubleshoot, secure, and increasingly automate modern applications and IT infrastructure. DELL Dell Technologies Inc. Dell Technologies sells servers, storage, networking, PCs and related services, with growing emphasis on enterprise AI infrastructure and on-prem consumption models. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells biological research services, remote access to automated lab capacity, and lab automation systems for commercial and government customers. EQIX Equinix, Inc. Equinix runs global data centers and connectivity services that let enterprises, networks and cloud providers deploy infrastructure close to customers, partners and one another. ESTC Elastic N.V. Elastic sells self-managed and cloud software for enterprise search, observability, and security on top of the Elasticsearch platform. ETN Eaton Corporation plc Eaton provides electrical power-management equipment and software, aerospace power systems, and mobility powertrain components for industrial, utility, data center, aerospace, and vehicle customers. FIVN Five9, Inc. Five9 provides cloud contact-center software plus AI, workflow, voice, and customer-engagement tools for enterprise and midmarket customers. FLNC Fluence Energy, Inc. Fluence sells grid-scale battery storage systems, long-term services, and operating software to utilities, developers, and large power users. FN Fabrinet Fabrinet is a precision manufacturing partner that packages, assembles, tests and manages supply chains for complex optical, electro-mechanical and electronic products. GOOG Alphabet Inc. Google sells digital advertising, cloud infrastructure and software, subscriptions, devices, and AI services across large consumer and enterprise surfaces. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software and services, and financing solutions to commercial, enterprise, and government customers. HURA TuHURA Biosciences, Inc. Clinical-stage biotechnology company developing immuno-oncology therapies for cancers resistant to checkpoint inhibitors and other immunotherapies. HUT Hut 8 Corp. Hut 8 develops and operates power-backed digital infrastructure spanning AI data center campuses, bitcoin mining infrastructure, and cloud and colocation services. INOD Innodata Inc. Innodata provides AI data engineering, model evaluation, and deployment-assurance services and software to model builders, technology companies, and enterprises. IONQ IonQ, Inc. IonQ develops trapped-ion quantum computing systems and sells related cloud access, networking, sensing, security, and manufacturing-linked solutions to commercial and government customers. IREN IREN Limited IREN owns and operates power-backed data centers and compute infrastructure for AI cloud services and Bitcoin mining. JBL Jabil Inc. Jabil provides design, engineering, supply chain, manufacturing, and fulfillment services for original equipment manufacturers across data center, healthcare, automotive, consumer, and industrial markets. JOBY Joby Aviation, Inc. Joby Aviation develops electric vertical takeoff and landing aircraft and aims to operate and supply air-taxi networks, with current revenue from passenger services, government and engineering work, and an expanding defense business. KDK Kodiak AI, Inc. Kodiak AI develops and sells the Kodiak Driver autonomous driving system, combining AI software, modular hardware, and operations tools for freight, industrial, and defense customers. KTOS Kratos Defense & Security Solutions, Inc. Kratos sells unmanned aircraft, propulsion systems, satellite ground systems, C5ISR, microwave electronics and related defense products to U.S. and allied customers. LITE Lumentum Holdings Inc. Lumentum makes optical and photonic components, modules, and switching systems used in AI/cloud interconnects, telecom transport, industrial lasers, and sensing applications. LMND Lemonade, Inc. Lemonade sells renters, homeowners, car, pet, and life insurance directly to consumers through its app, website, and partner integrations in the U.S. and parts of Europe. LSCC Lattice Semiconductor Corporation Lattice Semiconductor sells low-power programmable chips, related design software, and platform firmware products used in servers, industrial systems, communications gear, and other embedded devices. MBLY Mobileye Global Inc. Mobileye supplies automotive driver-assistance and autonomous-driving systems, purpose-built chips, road intelligence, and related software to automakers and mobility operators. META Meta Platforms, Inc. Meta operates Facebook, Instagram, WhatsApp, Messenger, Threads, and Meta Glasses, monetizing primarily through advertising with growing messaging, subscription, API, and device revenue. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells power-management semiconductors and related analog solutions used in data centers, automotive, communications, industrial, and consumer electronics. MRVL Marvell Technology, Inc. Fabless semiconductor company focused on custom silicon and data infrastructure chips for cloud, AI, networking, storage and security workloads. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, business applications, developer tools, devices, gaming, and advertising solutions to consumers, enterprises, developers, and governments. MSTR Strategy Inc Strategy sells enterprise analytics software and operates a bitcoin treasury plus multi-security capital stack to accumulate and finance bitcoin holdings. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs and manufactures semiconductor products for telecommunications, industrial and defense, and data center customers. MU Micron Technology, Inc. Micron develops and manufactures DRAM, NAND and NOR memory and storage products for data center, mobile, PC, automotive, industrial and consumer markets. NBIS Nebius Group N.V. Nebius is an AI cloud infrastructure company that sells GPU compute, storage, networking, inference software, and related services, while also owning smaller non-core assets including Avride and TripleTen. NEE NextEra Energy, Inc. NextEra Energy owns Florida Power & Light and NextEra Energy Resources, combining a large regulated Florida utility with a major North American power generation, storage and infrastructure development platform. NET Cloudflare, Inc. Cloudflare sells cloud-based network security, performance, and developer platform services on a global edge network. NNOX Nano-X Imaging Ltd. Nanox sells digital tomosynthesis imaging systems, teleradiology services, and AI-enabled imaging and health-IT software to healthcare providers. NOW ServiceNow, Inc. ServiceNow sells a cloud platform and workflow applications that large organizations use to automate IT, employee, customer, security, and related enterprise processes. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data-management software, and cloud data services that help customers store, protect, govern, and activate data across on-premises and public clouds. NTLA Intellia Therapeutics, Inc. Intellia develops CRISPR gene-editing medicines led by lonvo-z for hereditary angioedema and nex-z for transthyretin amyloidosis. NTRA Natera, Inc. Natera sells genetic and molecular laboratory tests for oncology, women’s health, organ transplant monitoring, and rare disease screening. NVDA NVIDIA Corporation NVIDIA designs and sells accelerated computing chips, AI systems, networking products and software used by cloud providers, enterprises, OEMs and consumers. OKLO Oklo Inc. Oklo develops fast-fission power plants plus isotope production and fuel-cycle capabilities to sell clean firm power under a build-own-operate model. ON ON Semiconductor Corporation onsemi designs, manufactures, and sells power and sensing semiconductors used in automotive, industrial automation, energy infrastructure, and AI data-center systems. ORCL Oracle Corporation Oracle sells enterprise database software, cloud infrastructure, enterprise applications, hardware, and healthcare IT to businesses and governments worldwide. OUST Ouster, Inc. Ouster designs and sells digital lidar sensors, stereo cameras, edge AI compute, and perception software for industrial, robotics, automotive, and smart infrastructure customers. PANW Palo Alto Networks, Inc. Palo Alto Networks sells cybersecurity products, subscriptions and services across network, cloud, security operations, AI and identity to enterprises, service providers and governments. PATH UiPath, Inc. UiPath sells enterprise software for automation and orchestration across robots, AI agents, APIs, documents, and human workflows. PDYN Palladyne AI Corp. Palladyne AI develops autonomy software, avionics, UAV-related systems, precision components, and engineering services for defense and industrial customers. PL Planet Labs PBC Planet operates Earth-observation satellites and sells imagery, geospatial data, and analytics software to government and commercial customers. PLTR Palantir Technologies Inc. Palantir sells Gotham, Foundry, Apollo, and AIP software that integrates data, AI, and operational workflows for government agencies and enterprises. POET POET Technologies Inc. POET Technologies designs and sells optical engines, light-source products and custom optical modules aimed at AI networks and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing one-time gene-editing therapies for rare genetic diseases using its Prime Editing platform. PWR Quanta Services, Inc. Quanta Services provides specialized contracting, engineering and maintenance services for electric power, utility, communications and related critical infrastructure. QBTS D-Wave Quantum Inc. D-Wave develops annealing and gate-model quantum computers and sells cloud access, systems, software tools, and services to enterprise, government, and research customers. QUBT Quantum Computing Inc. Quantum Computing Inc. sells room-temperature photonic quantum and AI hardware, photonic components, and foundry and advanced packaging services to government, research, and commercial customers. RCAT Red Cat Holdings, Inc. Red Cat designs and manufactures small drones, uncrewed surface vessels, and control software for defense, government, and public safety missions. RDVT Red Violet, Inc. red violet sells identity-intelligence software and data products used for fraud, verification, investigations, compliance, and professional safety workflows. RGTI Rigetti Computing, Inc. Rigetti builds superconducting quantum computers and processors, sells on-premises systems, and provides cloud access to its quantum hardware. RIOT Riot Platforms, Inc. Riot develops and operates large-scale data centers and bitcoin mining facilities and provides electrical engineering and fabrication services. RKLB Rocket Lab Corporation Rocket Lab is an end-to-end space company selling launch services, spacecraft, satellite components, payloads, and mission operations to commercial, civil, defense, and government customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company using a motion-based discovery engine to develop small-molecule therapies in precision oncology and genetic disease. RMBS Rambus Inc. Rambus sells memory interface chipsets and semiconductor design IP used in AI, data center and other high-performance computing systems. RR Richtech Robotics Inc. Richtech Robotics designs, manufactures, deploys, and services robotic systems for food service, hospitality, healthcare, retail, and industrial workflows. RXRX Recursion Pharmaceuticals, Inc. Clinical-stage biotech using an AI-native lab-and-data platform to discover drug candidates internally and with pharma partners. S SentinelOne, Inc. SentinelOne sells subscription cybersecurity software that protects endpoints, cloud workloads, identities, and security operations with AI-driven detection and response. SDGR Schrödinger, Inc. Schrödinger sells computational molecular discovery software to pharma, biotech, industrial, and academic customers and also monetizes collaborative drug discovery programs. SERV Serve Robotics Inc. Serve Robotics designs and operates autonomous robots for sidewalk delivery and, through Diligent, indoor hospital logistics. SITM SiTime Corporation SiTime designs and sells MEMS-based precision timing semiconductors and related tools used across communications, data center, automotive, industrial, aerospace, mobile and consumer electronics. SKHY SK hynix Inc. SK hynix manufactures DRAM, NAND flash, high-bandwidth memory, and storage products used in AI servers, data centers, PCs, and mobile devices. SMCI Super Micro Computer, Inc. Supermicro designs and sells application-optimized servers, storage, networking, rack-scale systems, cooling, and management software for AI, cloud, and enterprise data centers. SMR NuScale Power Corporation NuScale develops small modular nuclear reactor technology and provides related licensing, engineering, and plant support services. SNOW Snowflake Inc. Snowflake provides a cloud-based data platform that lets organizations store, process, share, and govern data and AI workloads across multiple public clouds. SNPS Synopsys, Inc. Synopsys sells software, semiconductor design IP, and simulation tools used to design, verify, and test chips and complex electronic systems. SOUN SoundHound AI, Inc. SoundHound AI sells voice and conversational AI software that automates customer and employee interactions across phones, chat, kiosks, cars, and other channels. SPCX Space Exploration Technologies Corp. SpaceX designs, manufactures, launches and operates reusable rockets, satellite broadband networks, secure government communications systems and AI infrastructure. SPIR Spire Global, Inc. Spire Global builds and operates small-satellite constellations that sell weather, aviation, radio-frequency intelligence, and hosted mission services to government and commercial customers. STEM Stem, Inc. Stem sells software, edge control hardware, and services that help owners and operators monitor, control, and optimize solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic designs, installs, and supports AI-enabled warehouse automation systems that combine robots, software, and services for large distribution customers. TEM Tempus AI, Inc. Tempus AI sells genomic diagnostics, clinical workflow software, and data-driven AI tools to oncologists, health systems, and biopharma customers. TLN Talen Energy Corporation Independent power producer with nuclear and gas assets selling electricity, capacity, and ancillary services into U.S. wholesale markets while pursuing long-term power deals for large data-center loads. TSLA Tesla, Inc. Tesla designs and sells electric vehicles, energy storage systems, charging infrastructure and related software and services, with growing autonomy and robotics optionality. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures advanced semiconductor wafers and provides related packaging, testing, mask, and design-enablement services for chip designers and integrated device makers. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, genomics workflow tools, and antibody discovery inputs used by biotech, pharma, diagnostics, industrial, government, and academic customers. VICR Vicor Corporation Vicor designs, develops, manufactures and markets modular power components and complete power systems for computing, industrial, telecom, transportation and aerospace and defense customers. VRT Vertiv Holdings Co Vertiv designs, builds, and services power, cooling, rack, and monitoring systems used in data centers and other critical digital infrastructure. VST Vistra Corp. Vistra generates electricity from gas, nuclear, coal, solar, and storage assets and sells electricity and natural gas to residential, commercial, and industrial customers across competitive U.S. markets. WULF TeraWulf Inc. TeraWulf develops, owns and operates power-backed U.S. digital infrastructure for AI and high-performance computing workloads while still operating legacy bitcoin-mining infrastructure. ZS Zscaler, Inc. Zscaler sells cloud-delivered zero trust security services that secure internet, private application, branch, workload, data, and AI access for enterprises and government agencies.

Note: Availability of analysis for each symbol is subject to your Patreon tier membership level.

Patreon Tiers

You can support this project (to fund deeper and more frequent research across a broader set of companies) through joining as a Patreon member. Three different tiers provide different benefits depending on your goals. See below for samples of the analysis at different levels:

While you are subscribed at a particular tier on Patreon, you will have access to the Next Arc Research website where you will be able to browse the analysis of each company covered by that tier.
Note that "Top 10" etc. is based on the companies' implied growth through 2030 ranking when the analysis is performed, i.e. the 10/30/100 companies with the highest implied growth.

Update Cadence

These analyses are updated on a weekly basis around the 7th, 14th, 21st and 28th day of each month. If there are meaningful events in the market (e.g. earning season) then updates may be delayed to the end of the week.

Using the Data

Here are some practical ways people often use this kind of research inside their own workflow — purely as examples tied to the features of the platform, and not as recommendations or investment advice:

• Understanding the landscape: The growth buckets, alignment scores, and forecast 2030 opportunity help readers form a high-level view of where each company or network sits in the AI-era stack — who is structurally advantaged, who faces hard limits, and which segments (chips, robotics, biotech, crypto infrastructure) are accelerating or stagnating.
• Spotting movement week-to-week: Many people scan the weekly score changes, risk shifts, and narrative updates to identify companies where something meaningful changed — a new disclosure, a roadmap shift, a competitive surprise, or a macro factor the model picked up. It’s a quick way to know which names might deserve a closer look.
• Comparing peers within a theme: The interactive screener and the CSV tables let readers compare companies inside the same category (e.g. GPU vendors, cloud platforms, agentic AI, biofoundry automation, blockspace networks) to see how their growth/risk profiles differ and how the “story” changes over time.
• Interpreting ETFs and thematic exposure: For those who invest mostly through ETFs, the coverage list and sector tags can help clarify which underlying companies drive exposure to specific themes — and where concentration, correlation, or dependence on a small number of AI-era winners might exist.
• Deep-dive reasoning: The long-form sections (thesis, critique, growth reasoning, risk commentary, ecosystem momentum, comparative advantage, and ELI5 explanations) give readers a structured narrative to reflect on: what is driving a company’s potential and what could undermine it. People often use these as prompts for their own due-diligence questions.
• Tracking themes and developing conviction: Some readers use the trend commentary, risk dimension breakdowns, and scenario narratives to build a mental model of where AI-era value is likely to concentrate over the next several years — not as price forecasts, but as a way to reason about technological direction, market structure, and strategic positioning.

None of this is investment advice. Everyone’s financial situation, risk tolerance, and goals are different, so please consult a licensed financial adviser before making any investment decisions.

Changelog

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About

The Framework

The Next Arc Research framework is inspired by Emad Mostaque's "The Last Economy" thesis on the transformative impact of AI and exponential technologies. Rather than extrapolating from historical trends, I analyze how companies are positioned to capture value in a world where AI dramatically accelerates innovation, reduces costs, and enables new business models.

The Technology

Each week, AI reasoning models research every company from scratch — pulling from earnings calls, product launches, regulatory filings, and competitive moves. The analysis is scored and structured so you can compare companies and track how their positions change week over week.

The Creator

I've spent 30+ years working and investing in tech. I worked at Netscape, Yahoo!, Google and many startups in Silicon Valley - most recently in AI and LLM technology.

As a retail investor I invested in Bank of America during the 2008 Great Recession, Amazon before they got big and NVIDIA when they still focused on gaming. These investments allowed me to quit regular work and spend some time on Next Arc Research to find the next companies that are going to drive outsized returns in our tech-optimistic future. I resolved that anything I developed would be made available to others.

While I am hopeful for a tech-optimistic future of abundance for all, I also believe that the surest way to guard against being cut out of that future is to own a part of it.

Contact

Please reach out via my Patreon.

Free Resources

Try the analysis for free:

• Top 5 AI-Leveraged Companies (Free PDF) — This week's five highest-ranked companies, with growth scores, risk profiles, and what gives each one an edge
• Weekly Update Preview (Sample Analysis) — The week's biggest moves across all ~120 companies — themes, sector shifts, winners, and risk changes
• Builder Tier Sample PDF — A complete company report showing every dimension of the analysis (as of October 2025)
• Breakout Candidates (Free) — Companies passing our structural screen for breakout potential, with timing signals, failure modes, and the evidence behind each pick