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Contrary Research

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Issues214Founded3 years agoLast Issue5 days ago
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Latest Issues

Breaking Down the Orbital Launch Market

Breaking Down the Orbital Launch Market


As the cost of launching satellites into space becomes ever cheaper, consulting firms, think tanks, and equity researchers alike have speculated that the industry is approaching launch commodi...

5 days ago
28

The Frontier AI Price Wars Continue

Frontier Labs Race To Compete on Price

OpenAI cut prices on two GPT-5.6 models Thursday, roughly three weeks after the models originally launched. Terra, its mid-tier model, was made 20% cheaper (reaching $2 input / $12 output per milli...

11 days ago
32

Open-Weight Models, Locked-Up Equity: Mistral and Anthropic in the News

Anthropic’s Stock Plan

Adding to the frenzy of 2026 IPO timelines and details, the Information reported this week that Anthropic is considering terms for its public offering that would distribute all employee stock via 10b5-1 plans, mak...

18 days ago
49

Kimi K3 Stuns the Tech World

Kimi K3 Upends the AI Race

Chinese AI company Moonshot AI released Kimi K3 this week, a 2.8-trillion-parameter open-weight model that benchmarks ahead of Claude Opus 4.8 and GPT-5.5 on overall capability. It is the first Chinese open-w...

25 days ago
49
1

Are Prediction Markets Doomed to Fail?

Are Prediction Markets Doomed to Fail?


In the last year, few industries have captured cultural, regulatory, and investor interest to the same degree as prediction markets. Platforms like Kalshi and Polymarket, which have millions of...

a month ago
34

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