Reviewed by Karl B. Douglas

Research

Research explores the technologies, market structures, capital flows, and economic forces that sit around my core investment frameworks. These articles are developed to examine specific questions in greater depth, connect current developments to the broader theses presented elsewhere on this site, and test how those frameworks apply as markets evolve. Each article is reviewed by me before publication. The Research section is intended to extend the body of work—not replace or blur the distinction with my original essays, frameworks, and historical writings.

Latest Research

New articles are published on an ongoing basis and organized by theme. Each is reviewed by Karl B. Douglas before publication.

Browse by Theme

Research is organized around the technologies and market forces that surround the core frameworks.

AI InfrastructurePrivate MarketsRoboticsBiotechnologyEnergyEnterprise SoftwareMarket StructureCapital Formation

The through-line

Related Frameworks

Every research article connects back to one of the core frameworks it expands on, applies, or tests.