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 optical networking products, including lasers, transceivers and broadband access equipment, for data center, CATV, telecom and FTTH markets. ACHR Archer Aviation Inc. Archer develops electric vertical-takeoff aircraft, dual-use aviation systems, airport operations, and aviation AI tools for commercial and defense markets. AI C3.ai, Inc. C3 AI sells enterprise AI software platforms and applications for large commercial, industrial, and government organizations. AISP Airship AI Holdings, Inc. Airship AI sells AI-driven video, sensor, and data-management software plus edge systems for government and enterprise security workflows. ALAB Astera Labs, Inc. Astera Labs sells semiconductor connectivity, switching, memory-expansion and observability products used by hyperscalers and OEMs to build AI and cloud servers and racks. AMBA Ambarella, Inc. Ambarella designs low-power AI vision chips and supporting software for cameras, vehicles, robots and other edge devices. AMD Advanced Micro Devices, Inc. AMD designs and sells data center, client, gaming and embedded compute products spanning CPUs, GPUs, networking and supporting software. AMKR Amkor Technology, Inc. Amkor provides outsourced semiconductor packaging and test services, with growing exposure to advanced packages used in AI, computing, automotive, and industrial chips. AMPX Amprius Technologies, Inc. Amprius develops and sells silicon-anode lithium-ion battery cells for drones, defense, aviation, and light mobility applications. AMZN Amazon.com, Inc. Amazon operates online and physical retail marketplaces, cloud infrastructure, digital advertising, subscriptions, and logistics networks for consumers, sellers, developers, and enterprises. ANET Arista Networks, Inc. Arista sells Ethernet switching and routing platforms plus network operating and management software for large AI, data center, campus, branch, and routing customers. APLD Applied Digital Corporation Applied Digital develops, finances, and operates power-dense data center campuses for AI, cloud, crypto, and other accelerated-compute workloads in North America. APP AppLovin Corporation AppLovin provides AI-driven advertising, app monetization, and measurement software for advertisers and mobile app publishers. APUS Apimeds Pharmaceuticals US, Inc. Clinical-stage biotech and digital-asset treasury company developing Apitox for knee osteoarthritis pain while holding and building governance controls around crypto assets. ARM Arm Holdings plc Arm develops and licenses CPU, GPU, systems IP, compute subsystems and related software that underpin chips used across mobile, cloud, automotive and AI infrastructure. ASML ASML Holding N.V. ASML supplies lithography, metrology, inspection, software and services that semiconductor manufacturers use to mass produce advanced chips. ASTS AST SpaceMobile, Inc. AST SpaceMobile builds low-Earth-orbit satellites and ground systems that let mobile operators extend broadband connectivity directly to ordinary smartphones outside terrestrial coverage. AUR Aurora Innovation, Inc. Aurora develops a self-driving trucking system and related services for carriers, fleets, and freight networks. AVAV AeroVironment, Inc. AeroVironment designs, manufactures, and supports autonomous aircraft systems, precision strike systems, counter-drone, directed-energy, space, cyber, and related defense technologies for U.S. and allied government customers. AVGO Broadcom Inc. Broadcom designs and sells semiconductor and infrastructure software products used in AI data centers, enterprise computing, networking, broadband and private cloud environments. BBAI BigBear.ai Holdings, Inc. BigBear.ai provides AI software, analytics, and engineering services for defense, intelligence, border security, travel, and supply-chain security workflows. BEAM Beam Therapeutics Inc. Beam Therapeutics is a clinical-stage biotechnology company developing precision genetic medicines using base editing across liver and hematology diseases. BFLY Butterfly Network, Inc. Butterfly Network sells handheld ultrasound devices, cloud workflow software, and embedded licensing based on its semiconductor ultrasound platform. BKSY BlackSky Technology Inc. BlackSky sells low-latency satellite imagery, geospatial analytics, and sovereign mission systems to government and commercial customers through its Spectra software and owned constellation. BWXT BWX Technologies, Inc. BWXT manufactures nuclear components, fuel, reactor systems and related services for U.S. defense, DOE and commercial nuclear customers. CBRS Cerebras Systems Inc. Cerebras designs wafer-scale AI processors and systems and sells AI compute through on-premises deployments and cloud services to enterprises, research labs, and governments. CDNS Cadence Design Systems, Inc. Cadence sells chip-design software, licensable semiconductor IP, emulation hardware, and system analysis tools used to build semiconductors and complex electronic systems. CEG Constellation Energy Corporation Constellation generates electricity from the largest U.S. nuclear fleet and a diversified power portfolio, then sells power, natural gas and sustainability solutions to businesses, utilities and households. CLS Celestica Inc. Celestica designs, engineers, manufactures and supports data-center, networking and other advanced-technology hardware for hyperscalers, OEMs and industrial customers. COHR Coherent Corp. Coherent is a vertically integrated photonics manufacturer supplying optical components, modules, systems, lasers, and engineered materials for AI datacenters, communications networks, and industrial markets. COIN Coinbase Global, Inc. Coinbase operates a regulated crypto trading, custody, brokerage, payments, and developer-infrastructure platform serving consumers, institutions, and developers. CORZ Core Scientific, Inc. Core Scientific operates U.S. powered campuses for AI-focused high-density colocation and also runs residual bitcoin self-mining and hosting operations. CRDO Credo Technology Group Holding Ltd Credo sells high-speed connectivity semiconductors, cables, optical transceivers, IP and diagnostic software for AI, cloud and networking infrastructure. CRM Salesforce, Inc. Salesforce sells cloud software for customer relationship management, service, marketing, analytics, collaboration, and AI-driven workflow automation to enterprises and public-sector customers. CRNC Cerence Inc. Cerence sells embedded and cloud-connected conversational AI software, connected services, and related integration services to automotive manufacturers and suppliers. CRSP CRISPR Therapeutics AG CRISPR Therapeutics develops gene-edited medicines, shares CASGEVY economics with Vertex, and is advancing wholly owned in vivo and cell-therapy programs. CRWD CrowdStrike Holdings, Inc. CrowdStrike sells cloud-native cybersecurity software and related services that protect endpoints, cloud workloads, identities, data, and security operations. CRWV CoreWeave, Inc. CoreWeave provides GPU cloud infrastructure, managed inference, and AI workflow software for model training, inference, and enterprise AI deployment. DDOG Datadog, Inc. Datadog provides cloud-native software for observability, security, digital experience, and AI application monitoring across modern infrastructure and applications. DELL Dell Technologies Inc. Dell sells enterprise and client hardware, storage, networking, services, and financing, with AI infrastructure now driving a larger share of growth. DNA Ginkgo Bioworks Holdings, Inc. Ginkgo Bioworks sells outsourced biological R&D services, autonomous lab systems, and related data and workflow software to pharma, biotech, academic, industrial, and government customers. EQIX Equinix, Inc. Equinix operates a global digital infrastructure platform that sells colocation, interconnection and related services to enterprises, clouds, networks and AI customers. ESTC Elastic N.V. Elastic sells cloud and self-managed software that helps enterprises search internal data, monitor systems, and investigate security threats. ETN Eaton Corporation plc Eaton is an intelligent power management company supplying electrical distribution, power quality, aerospace and mobility systems to data centers, utilities, buildings, industrial and transport customers. FIVN Five9, Inc. Five9 provides cloud contact-center software, telephony, and AI tools that enterprises use to run customer service, sales, and outreach workflows. FLNC Fluence Energy, Inc. Fluence sells utility-scale battery energy storage systems, related services, and optimization software to utilities, developers, and power-intensive customers. FN Fabrinet Fabrinet provides advanced optical packaging and precision optical, electro-mechanical and electronic manufacturing services for original equipment manufacturers of complex communications, data-center and industrial products. GOOG Alphabet Inc. Alphabet is the parent of Google and monetizes search, video, mobile and browser distribution, cloud infrastructure and software, subscriptions, and AI products. HPE Hewlett Packard Enterprise Company HPE sells enterprise servers, storage, networking, hybrid-cloud software, financing, and support, with growing focus on private AI infrastructure. HURA TuHURA Biosciences, Inc. Clinical-stage biotech developing immuno-oncology therapies aimed at overcoming resistance to cancer immunotherapy in rare skin cancer and selected blood cancer settings. HUT Hut 8 Corp. Hut 8 develops and operates power-linked data center and bitcoin mining infrastructure, using secured power sites to serve AI and other compute workloads. INOD Innodata Inc. Innodata provides AI data engineering, annotation, evaluation, document intelligence, and related software and services to AI builders, enterprises, and regulated customers. IONQ IonQ, Inc. IonQ builds trapped-ion quantum computers and sells cloud access, systems, and adjacent networking, sensing, security, and manufacturing-enabled solutions to enterprise and government customers. IREN IREN Limited IREN builds and operates power-secured data centers and cloud compute infrastructure for AI customers while still running a shrinking Bitcoin mining business. JBL Jabil Inc. Jabil provides engineering, manufacturing, and supply-chain solutions for major OEMs across AI infrastructure, cloud, healthcare, automotive, and consumer-oriented end markets. JOBY Joby Aviation, Inc. Joby develops electric vertical takeoff and landing aircraft, operates premium short-haul aviation services through Blade, and is building passenger, defense, and autonomy businesses around its aviation stack. KDK Kodiak AI, Inc. Kodiak AI develops the Kodiak Driver autonomous driving system and related services for trucking, industrial, and defense customers. KTOS Kratos Defense & Security Solutions, Inc. Kratos develops and produces unmanned defense systems, propulsion, missile-defense targets, microwave electronics, and software-defined satellite ground systems for U.S. and allied customers. LITE Lumentum Holdings Inc. Lumentum makes optical and photonic components, modules, subsystems, and lasers used in AI and cloud networking, telecom transport, industrial manufacturing, and sensing. LMND Lemonade, Inc. Lemonade sells renters, homeowners, car, pet, and life insurance through a direct-to-consumer digital platform in the U.S., UK, and parts of Europe. LSCC Lattice Semiconductor Corporation Lattice designs low-power FPGAs and, after acquiring AMI, platform firmware and infrastructure manageability software for cloud, communications, industrial, and embedded systems. MBLY Mobileye Global Inc. Mobileye develops driver-assistance and autonomous-driving chips, software, maps, and mobility tools for automakers and mobility operators. META Meta Platforms, Inc. Meta runs Facebook, Instagram, WhatsApp, Messenger and related AI products, monetizing primarily through digital advertising while also investing in subscriptions, business messaging and immersive hardware. MPWR Monolithic Power Systems, Inc. Monolithic Power Systems designs and sells high-performance power management semiconductors and modules used in enterprise data, automotive, industrial, communications, storage and consumer systems. MRVL Marvell Technology, Inc. Marvell designs semiconductor and infrastructure silicon for AI data centers, cloud, carrier, enterprise storage, networking and security workloads. MSFT Microsoft Corporation Microsoft sells cloud infrastructure, productivity software, business applications, developer tools, security, social recruiting, and gaming services to enterprises and consumers. MSTR Strategy Inc Strategy sells enterprise analytics software and operates a large bitcoin treasury funded through equity, preferred stock, and debt capital markets. MTSI MACOM Technology Solutions Holdings, Inc. MACOM designs, manufactures and sells analog, RF, microwave, mixed-signal and optical semiconductor products for data center, telecommunications, industrial and defense customers. MU Micron Technology, Inc. Micron designs, manufactures and sells memory and storage semiconductors, including DRAM, NAND and NOR products for data center, client, mobile, automotive and industrial markets. NBIS Nebius Group N.V. Nebius provides AI cloud compute, storage, networking, and developer software for training and deploying AI workloads, with smaller optional businesses in autonomy and education. NEE NextEra Energy, Inc. NextEra Energy is a regulated utility and energy infrastructure company that serves Florida through FPL and develops generation, storage and transmission assets through NEER. NET Cloudflare, Inc. Cloudflare operates a global cloud network that delivers security, networking, performance, and developer-platform services for businesses and developers. NNOX Nano-X Imaging Ltd. Nanox develops multisource digital tomosynthesis imaging systems and sells related cloud workflow, AI, teleradiology, and health IT services to providers and channel partners. NOW ServiceNow, Inc. ServiceNow sells cloud software that helps enterprises run and automate IT, employee, customer, security, and other cross-company workflows. NTAP NetApp, Inc. NetApp sells enterprise storage systems, data-management software, and cloud data services that help customers store, move, protect, and use data across on-premises and multi-cloud environments. NTLA Intellia Therapeutics, Inc. Clinical-stage biotechnology company developing one-time in vivo gene-editing therapies for severe inherited diseases and collaborating on selected programs. NTRA Natera, Inc. Natera provides cell-free DNA genetic testing services across oncology, women’s health, and organ health through its own laboratories and partner laboratories. NVDA NVIDIA Corporation NVIDIA designs accelerated computing chips, systems, networking and software used in AI data centers, gaming PCs, workstations and vehicles. OKLO Oklo Inc. Oklo is developing and planning to own and operate advanced fission power plants while building fuel recycling, fuel fabrication, and isotope production capabilities. ON ON Semiconductor Corporation onsemi designs and manufactures power semiconductors and intelligent sensing products for automotive, industrial, and AI data center applications. ORCL Oracle Corporation Oracle sells cloud infrastructure, database technology, enterprise applications, hardware, and related support and services to enterprises, governments, and institutions worldwide. OUST Ouster, Inc. Ouster designs and sells digital lidar sensors, 3D vision cameras, and perception software for robotics, industrial automation, smart infrastructure, and automotive-adjacent customers. PANW Palo Alto Networks, Inc. Palo Alto Networks sells integrated cybersecurity platforms, subscriptions, appliances, and services spanning network, cloud, security operations, identity, and AI security. PATH UiPath, Inc. UiPath sells enterprise software for automating and orchestrating workflows across applications, documents, APIs, AI agents, and human approvals. PDYN Palladyne AI Corp. Palladyne AI develops autonomy software, avionics, unmanned systems, engineering services, and precision-manufactured components for defense and industrial customers. PL Planet Labs PBC Planet operates a large Earth-imaging satellite fleet and sells geospatial data, analytics, and satellite services to government and commercial customers. PLTR Palantir Technologies Inc. Palantir builds software that helps governments and enterprises integrate data, workflows, and AI into operational decision-making. POET POET Technologies Inc. POET Technologies designs optical semiconductors, optical engines, light-source products and custom modules for AI systems and hyperscale data centers. PRME Prime Medicine, Inc. Prime Medicine is a clinical-stage biotechnology company developing one-time gene-editing therapies using its Prime Editing platform across liver, blood and partnered cell-therapy programs. PWR Quanta Services, Inc. Quanta Services designs, builds, repairs and maintains electric power, generation, load center, communications and related energy infrastructure. QBTS D-Wave Quantum Inc. D-Wave develops and sells quantum computing systems, cloud access, software, and services for commercial, government, and research customers. QUBT Quantum Computing Inc. QCi sells room-temperature quantum photonics systems, photonics components, foundry services, advanced packaging, and related cloud or on-prem tools for government, education, and commercial customers. RCAT Red Cat Holdings, Inc. Red Cat designs and sells U.S.-made drones, maritime robotic systems, and related control software for defense, government, and public-safety missions. RDVT Red Violet, Inc. Red Violet sells identity-intelligence software and data solutions used for verification, fraud, compliance, investigation, and field-safety workflows. RGTI Rigetti Computing, Inc. Rigetti develops superconducting quantum computing systems, sells on-premises hardware, and provides cloud access tools for government, research, and enterprise users. RIOT Riot Platforms, Inc. Riot develops power-dense data center campuses, Bitcoin mining operations, and in-house electrical engineering capabilities to serve AI and other high-intensity compute workloads. RKLB Rocket Lab Corporation Rocket Lab is an end-to-end space company that provides launch services, spacecraft, satellite components, and mission operations for commercial, civil, and defense customers. RLAY Relay Therapeutics, Inc. Clinical-stage biotechnology company using its Dynamo discovery engine to develop targeted small-molecule therapies led by zovegalisib for PIK3CA-mutant breast cancer and vascular anomalies. RMBS Rambus Inc. Rambus sells memory interface chips, silicon IP and patent licenses used in data center, AI and security-focused semiconductor platforms. RR Richtech Robotics Inc. Richtech Robotics develops autonomous service and industrial robots and monetizes them through product sales, managed deployments, hospitality operations, and Robots-as-a-Service contracts. RXRX Recursion Pharmaceuticals, Inc. Clinical-stage biotech using its Recursion OS, automated labs, and biopharma partnerships to discover and develop medicines while earning collaboration revenue. S SentinelOne, Inc. SentinelOne sells AI-driven cybersecurity software that protects endpoints, cloud workloads, identities, and related data through its Singularity platform. SDGR Schrödinger, Inc. Schrödinger sells physics-based molecular discovery software to life science and materials customers and uses the same platform in partnered and proprietary drug programs. SERV Serve Robotics Inc. Serve Robotics designs and operates autonomous robots for last-mile delivery and hospital workflow tasks, generating revenue from fleet services, software services, and advertising. SITM SiTime Corporation SiTime designs and sells MEMS-based timing chips, clocking products and synchronization software used in data centers, communications, automotive, industrial, aerospace and consumer electronics. SKHY SK hynix Inc. SK hynix manufactures DRAM, NAND flash, SSD and high-bandwidth memory products used in AI servers, data centers, PCs, mobile devices and other electronics. SMCI Super Micro Computer, Inc. Supermicro designs and manufactures servers, AI systems, storage, networking, liquid-cooling infrastructure, and management software for enterprise and cloud data centers. SMR NuScale Power Corporation NuScale Power develops small modular nuclear reactor technology and related engineering, licensing, and lifecycle services for utilities, governments, and industrial power customers. SNOW Snowflake Inc. Snowflake provides a cloud data platform for storing, analyzing, sharing, and governing enterprise data and AI workloads across public clouds. SNPS Synopsys, Inc. Synopsys sells chip-design software, semiconductor interface and processor building blocks, hardware-assisted verification systems, cloud design tools, and engineering simulation software. SOUN SoundHound AI, Inc. SoundHound AI provides voice and conversational AI software that enterprises use across phones, vehicles, restaurants, kiosks, chat, and customer service channels. SPCX Space Exploration Technologies Corp. SpaceX builds and operates reusable launch systems, spacecraft, satellite broadband networks, secure government space systems, and AI infrastructure and software services. SPIR Spire Global, Inc. Spire Global builds and operates a nanosatellite constellation and sells subscription weather, aviation, radio-frequency geolocation data and related space services to government and commercial customers. STEM Stem, Inc. Stem sells software, control systems, edge hardware, and related services that help owners operate solar, storage, and hybrid energy assets. SYM Symbotic Inc. Symbotic builds automated warehouse systems plus related software and services for large retailers, wholesalers, and distributors. TEM Tempus AI, Inc. Tempus AI combines genomic diagnostics, clinical workflow software, and de-identified data products for healthcare providers and biopharma customers. TLN Talen Energy Corporation Talen owns U.S. nuclear and dispatchable power assets and sells electricity, capacity, and reliability services, including long-term supply for data-center demand. TSLA Tesla, Inc. Tesla designs, manufactures, sells and leases electric vehicles and energy generation and storage products, and also provides related software, charging, service and insurance offerings. TSM Taiwan Semiconductor Manufacturing Company Limited TSMC manufactures advanced chips for semiconductor customers and also provides packaging, mask-making, and testing services. TWST Twist Bioscience Corporation Twist Bioscience manufactures synthetic DNA products, sequencing tools, and antibody discovery services for therapeutics, diagnostics, industrial, agriculture, and research customers. VICR Vicor Corporation Vicor designs and manufactures high-density power modules and systems and licenses related power-delivery IP for AI, industrial, transportation, aerospace and defense customers. VRT Vertiv Holdings Co Vertiv provides power, cooling, rack, monitoring and lifecycle service infrastructure for data centers, communications networks, and other mission-critical facilities. VST Vistra Corp. Integrated competitive power company with retail electricity brands and a large U.S. fleet of gas, nuclear, coal, solar, and battery storage assets. WULF TeraWulf Inc. TeraWulf develops and operates U.S. power-backed data center campuses for AI and high-performance computing leasing, while still monetizing a smaller legacy bitcoin-mining base. ZS Zscaler, Inc. Zscaler sells cloud-delivered zero trust security subscriptions that sit inline between users, workloads, devices, applications, and increasingly AI systems.

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