Independent research · built with AI · grounded in sources
How industries actually work — and how they connect
PlexusGraph turns deep research into interactive knowledge graphs you can actually explore. Each one takes a hard question — about semiconductors, energy, fashion, AI, monetary policy — and maps it out concept by concept, with every claim traced to its source. Free to read, explore, and download.
AlphaSense: The Research Library That's Sneaking Past Bloomberg's Locked Door
AlphaSense
How it works
Each exploration takes a single tangled question — "How fragile is the global semiconductor supply chain?" — too complex for a tidy answer.
The answer is mapped as concepts and the forces linking them — not a wall of text. Drag it, zoom in, follow a single thread across the system.
A plain-language summary, a deep structural analysis, browsable nodes, and the full source list — so you can check the work and chase any thread further.
The patterns we keep finding
Read enough of these and the same structures surface again and again — across industries that look nothing alike. Those recurring shapes turned out to be the most interesting thing here: conclusions no single exploration contains, drawn from how they all connect.
Pattern
The Chokepoint Concentration Pattern
From TSMC and ASML to the Strait of Hormuz, the Bloomberg Terminal, and the CUDA software stack, the same structural dynamic recurs: one company or one place becomes the irreplaceable waist that everything must pass through.
Pattern
The Flywheel Architecture as Universal Moat
Shein's demand-signal loop, the AI labs' compute-capital loop, Amazon's robotics loop, Bloomberg's lock-in, BYD's vertical integration, Tesla's data loop — the same flywheel mechanism appears in six sectors and predicts who weathers a shock.
Pattern
Collective Action Failure as Governance Meta-Pattern
The highest-weight node in the entire corpus. Not a climate story but a master template: discount rates and diffuse costs destroy cooperation whenever the beneficiary of defection is concentrated and now, and the cost of defection is spread out and later.
Pattern
The K-Shape as Universal Market Outcome
K-shaped consumer bifurcation, fashion trifurcation, the labor-market hourglass, the foundation-model squeeze — the same polarization dynamic recurs wherever technology meets human demand, and it is the structural output of automation, not a sector quirk.
All merged into one knowledge graph, free to download and query.
Browse the research
By sector, by company, or one exploration at a time.
18 sector syntheses connecting multiple explorations.
64 company briefs on structural position and vulnerability.
115 individual knowledge-graph explorations.
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New structural intelligence, when it ships
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