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Contrary Research

Contrary

The best starting point for understanding any private tech company. Powered by Contrary.

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Substack
PricingOnly free issuesPublishesWeekly
Issues205Founded3 years agoLast Issue7 days ago
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Latest Issues

Why 20% of Neoclouds Won’t Survive The AI Boom

Why 20% of Neoclouds Won’t Survive The AI Boom

In 2026, compute, as opposed to model capability, is the primary bottleneck to servicing demand in the ongoing AI race. Top frontier labs are spending billions to stand up compute clusters at...

7 days ago
31

Midjourney's Pivot to Medical Scanners

Midjourney Launches Full-Body Scanner

Midjourney, a company that until recently had been known for its AI image generation models, drastically pivoted this week into what it’s calling “a new era” for the company. It started by unveiling...

11 days ago
21

Claude Gatekeeping Controversy, Solar Surpasses Coal, SpaceX Unveils AI Satellite

Fable’s Gatekeeping Angers Users

When Anthropic launched Claude Fable 5 on June 9, its initial plan was to run automated safety checks on every request and visibly reroute queries touching cybersecurity, biology, and thinking-extraction...

18 days ago
29

The Anti-Aging Therapeutics Boom

The Anti-Aging Therapeutics Boom

In January 2026, the FDA cleared the first cell reprogramming therapeutic drug for human testing with the implicit goal of reversing aging. Specifically, the agency cleared ER-100, a therapy designed to tre...

23 days ago
35

Bot Traffic Surpasses Humans, AI Leaders Warn on Bioweapons, Advanced Reactor Goes Critical

Bot Traffic Surpasses Humans

On Wednesday, Cloudflare announced that, for the first time, bot traffic had surpassed human traffic online. Before generative AI, bots accounted for ~20% of traffic, but most of it was from crawlers. As aut...

25 days ago
30
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