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Contrary Research

Contrary

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

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Issues210Founded3 years agoLast Issue5 days ago
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Latest Issues

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...

5 days ago
30

Meta's New Model & The AI Pricing Debate

Mark Zuckerberg’s Affordability Play

Meta launched Muse Spark 1.1 this week, its most capable model to date, developed by the Meta Superintelligence Labs under Alexandr Wang. On agentic benchmarks, the model rivals GPT-5.5 and Opus 4.8....

10 days ago
27
1

Rare Diseases and the Platform Biotech Renaissance

Rare Diseases and the Platform Biotech Renaissance


For decades, developing treatments for rare diseases, which are medical conditions that affect fewer than 200K people at any given time, were viewed as one of the least attractive m...

13 days ago
20
1

Ships for America

This piece was originally published in Arena Magazine.


Most stories about American industrialism have turned from inspirational myths into cautionary tales. One such story is that of the New York Shipbuilding Corporation in Camden,...

22 days ago
36
5

Token Costs Threaten Frontier Lab Dominance

Rising Cost Competition to Frontier Labs

In AI, the high token cost of using frontier models is becoming an increasingly loud part of the conversation. This week, OpenAI launched GPT-5.6 Sol at $5 input / $30 output per million tokens,...

24 days ago
33

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