Analysts argue the VIX remains functional but is being manipulated by traders, challenging its reputation as a reliable market fear gauge.
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Analytics & Attribution
20 posts
The referral. How AI search severs the content-for-traffic contract that funded the open web.
AI search now answers queries directly, ending the traditional referral traffic to publishers, threatening their revenue models as of 2026.
The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen
The Stanford AI Index 2026 has been published, offering a comprehensive but partial snapshot of AI progress. This analysis evaluates its strengths, limitations, and implications.
Q3 2026 SaaS Earnings Pre-Brief: The Litmus Test for the Agentic-Disruption Thesis
Preliminary analysis of Q3 2026 SaaS earnings reveals whether the agentic-disruption thesis is gaining or losing momentum amid market revaluation.
The Atlas. What the framework is.
An in-depth look at the Post-Labor Transition Atlas, its empirical basis, and what it reveals about AI-driven labor displacement and policy responses.
The Anthropic IPO Disclosure Document: What the S-1 Has to Say Before October
Anthropic’s S-1 filing, due before October 2026, will reveal critical financial and operational details, shaping its IPO and AI industry outlook.
Are Polymarket Trading Bots Actually Profitable? The Math Behind 2026’s Prediction-Market Arbitrage Industry
An analysis of Polymarket trading bots in 2026 reveals only 0.51% of wallets profit over $1,000, with most strategies losing money or breaking even.
The Trojan Horse in Your Living Room: How Smart TVs Became the World’s Most Sophisticated Ad Surveillance Network
Smart TVs collect detailed screen and audio data via Automatic Content Recognition, fueling targeted advertising and raising privacy concerns amid legal actions.
Cross-platform buyer history for multi-marketplace resellers
Resellers selling on eBay, Poshmark, and Mercari may soon access a unified buyer history, enhancing decision-making and customer insights.
Recovery-percentile tracker for orthopedic surgery patients
A new recovery-percentile tracker for post-op orthopedic patients is being tested in a pilot study to reduce patient calls and improve recovery monitoring.