Dedicated Intelligence For Traders

Find the Alpha in Your Sector, Days Ahead of Retail

You already know the sector you trade. What you do not have is what its operators, buyers and rivals say when journalists are not in the room, scored and in front of you while the crowd is still reading last week. Fourteen sectors. Pick the one your book is in.

Built for the desks that move first
Buy-Side FundsSell-Side ResearchFund ManagersFamily Offices
The Thesis

Your Edge Was Never Better Analysis. It Was Being Earlier

Everyone reading this has the same charts, the same filings and the same feed. None of that is edge, because none of it is scarce. What is scarce is the hour a founder spends on a podcast explaining why lead times doubled, or the procurement lead admitting the contract everyone assumes is signed is not signed. That conversation reaches the market eventually, through the people who were listening. Fourteen topics, fourteen terminals, one clock.

Full-market
Coverage of the long-form business, technology & policy audio ecosystem
Days
Ahead of the narrative reaching mainstream coverage
Complete
Clean feed into your existing alternative-data stack
The Tapes

Fourteen Terminals. Pick the One That Moves Your Book

$199 a month for the first terminal, $149 for every one after it. Added in a single click, live the moment you pay, no onboarding call and no waiting list.

OpenAI

Token costs, platform stability and the escape hatch to custom models, said out loud by the people paying the bill.

$199 / moVIEW

Anthropic

How the enterprise actually rates Claude on reliability and compliance when the deal is long and the data is theirs.

$199 / moVIEW

Google AI

Gemini, Workspace and custom silicon, judged by the buyers who decide whether the bundle is worth it.

$199 / moVIEW

Open-Source AI

How fast the enterprise is taking the open weights in-house, and what that does to everyone selling them a model.

$199 / moVIEW

Microsoft AI

Real Copilot seat utilisation, budget friction and the ROI number nobody puts in a case study.

$199 / moVIEW

Sovereign Cloud

Nationalised cloud, data residency and the infrastructure bets governments place before they announce them.

$199 / moVIEW

AI Compute

Chip lead times, custom ASIC pipelines and the pivot to edge silicon, from the suppliers who know the number.

$199 / moVIEW

Autonomous Agent Policy

Legal teams on liability and compliance for self-executing agents, months before the guidance lands.

$199 / moVIEW

AI Copyright

The shift from fair-use framing to corporate espionage language, tracked as it hardens into policy.

$199 / moVIEW

Edge AI

On-device privacy frameworks at scale, rated by the enterprises deciding what never leaves the phone.

$199 / moVIEW

xAI

Cluster build speed, grid draw and enterprise viability, from the people watching the meter.

$199 / moVIEW

AI Energy

Clean energy, small modular reactors and the grid deals behind the clusters, before the term sheets print.

$199 / moVIEW

AI Workflow

Contract churn as teams drop wrapper platforms for unified internal engines, said by the teams doing the dropping.

$199 / moVIEW

FinServ AI

Compliance-officer sentiment on generative models inside retail banking, from the people who can say no.

$199 / moVIEW
How It Works

From Raw Audio to Positioned Signal

01 / INGEST

Listen at Scale

Every episode across the long-form audio ecosystem, transcribed and structured the moment it publishes.

02 / EXTRACT

Find the Signal

We map consensus, detect narrative shifts, and surface the outlier claims that move ahead of the market.

03 / DELIVER

Feed Your Desk

Briefings, terminals, and holdings-matched alerts, delivered where your analysts already work.

What a Seat Gets You

Noise In. Signal Out. Alpha on Your Screen

Thousands of hours of unstructured talk per week, reduced to four numbers you can act on before lunch. Same four instruments on every terminal, so the second topic costs you nothing to learn and everything to ignore.

NARRATIVE CLOCK

Where the Story Sits Today

The topic's position against its own trailing baseline, and which way it moved overnight. This is the number you check before you size anything.

MENTION STREAM

Every Line, Scored

Resolved to a named company, scored for sentiment, confidence and salience, with sponsor reads stripped out before anything is counted.

SCREENING

Filter the Tape Like a Chart

Quiet names, crowded names, rising confidence, falling confidence. Find the name nobody is talking about yet, or the one everybody suddenly is.

MACRO REPORT

Weekly, and Archived From Day One

What changed, what it contradicts, and what we could not verify. Included at every tier, because the things we could not verify matter as much as the things we could.

Before the Tape

Six Things You Will See While the Market Is Still Reading Yesterday

None of these appear in a filing. All of them get said out loud, on the record, by someone with a reason to know, and every one of them has moved a price after the fact.

01 / THE MIGRATION

The Contract Nobody Announced

A CTO mentions in passing that a third of the workload moved to a rival last quarter. No press release exists, and none is coming. The revenue line finds out two quarters later.

02 / THE LEAD TIME

Nine Weeks to Twenty-Two

A supplier says the number on air because nobody has told him it is material. Every downstream name in that chain is priced as if it is still nine.

03 / THE DEAL THAT ISN'T

Assumed Signed. Not Signed

A policy adviser corrects the record in an audience of four hundred people who will not act on it. The consensus that built the position stays intact for another month.

04 / THE CONVICTION DROP

The Week Confidence Cracks

The same executive who said "we are scaling this" in June says "we are watching it closely" in August. The words changed before the guidance did.

05 / THE REGULATORY TURN

Phrasing Before Docket

Compute caps, scraping liability, antitrust. The vocabulary accelerates in audio months before it lands anywhere you could read it.

06 / THE QUIET NAME

Crowded Turns Empty

Mentions on a name collapse while the price holds. Somebody stopped talking about it first, and they usually stopped holding it first too.

Take a Seat

Three Ways to Trade Ahead of Retail

Each seat is built for a different way of trading. Pick the one that matches how you actually work, not how many features you can count.

Signal
For the sector you already trade
$199
per month, per topic
  • Where your sector's conviction moved overnight
  • Every operator mention, scored and attributed
  • The week's alpha, one macro report
  • Alerted the moment the narrative turns
  • The full archive, back to day one
Start With One Topic
Terminal
For trading inside the lag
$399
per month, per topic
  • Everything in Signal
  • Screen for the names going quiet before they move
  • See which side of the trade the room is taking
  • Drill to the operator, export to your model
  • Priority alerts, first in the queue
Where Most Members Sit
Quant Desk
For building on the feed
$999
per month, every topic
  • The alpha feed itself, by API and MCP
  • Wired into Claude, ChatGPT or your own stack
  • Every topic we cover, one subscription
  • Signal exports and webhooks
  • Every topic we launch next
Build On It

Pick the Terminal That Moves Your Money

Fourteen topics. One clock. The only question left is which one you are tired of reading late.

Choose Your Terminal