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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
Issues196Founded3 years agoLast Issue6 days ago
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Latest Issues

The Virtual Cell Revolution

The Virtual Cell Revolution

Alzheimer’s disease is one of the deadliest and costliest diseases on Earth. It kills hundreds of thousands of Americans every year, afflicts an estimated 11% of all Americans 65 and older in 2026 (roughly 7.4 m...

6 days ago
27
1

SpaceX's Compounding Hardware Advantage

SpaceX’s Compounding Hardware Advantage

On Wednesday, Anthropic announced that it has signed an agreement with SpaceX to use all of the compute capacity of SpaceX’s massive compute cluster, Colossus 1, which has 300 megawatts of capacit...

11 days ago
29
1

Mapping the Shadow Grid

Mapping the Shadow Grid

In September 1882, Thomas Edison opened Pearl Street Station in lower Manhattan, a coal-fired plant serving 85 customers within a one-square-mile radius. Prior to Pearl Street, every factory and building that requir...

12 days ago
40

Anthropic Approaches $900 Billion Valuation

Anthropic Approaches $900 Billion Valuation

Anthropic, which was founded in 2021, earned its first dollar in revenue about three years ago. It is now on the verge of a trillion dollar valuation. Just three months ago, in February, Anthr...

18 days ago
34

The Anduril Thesis

The Anduril Thesis

A Unique Story

Since Contrary Research was founded in 2022, we’ve written over 500 individual company reports and dozens of industry deep dives. In particular, we’ve covered high-profile companies like OpenAI, Stripe...

20 days ago
58
3

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