RPT-04278 pp · 12 figs
AI Infrastructure · Global
The compute squeeze: hyperscalers & the grid.
Updated 3d ago$249
New · India · May 2026Signal intelligence · Vol. 04
Your market, watched. Every morning.
Statpreneur scans the noise across capital, talent and supply — then ships decision-grade research, market maps and signal briefs that founders, investors and consultants actually act on.
Read by operators at
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01 — The problem
The cost of doing your own market research is your next quarter.
The operators we sell to lose weeks every quarter rebuilding the same primers, comps, and market maps from scratch. Statpreneur ships the document you would have written — but didn't have time to.
Hrs / week
11.4h
Median time the typical founder or partner spends manually scanning markets each week.
Of decisions
68%
Of operators say they make at least one strategic call per quarter based on incomplete research.
Source bloat
142+
Sources the average sector primer pulls from. We do the curation and the citing.
Avg. read
11m
Time it takes to read a Statpreneur memo end to end. Designed for triage, not archival.
02 — How it works
Five steps, from raw signal to a document you can act on.
Every report follows the same editorial process — sources are visible inline, the thesis is on page one, the dataset ships beside the PDF.
STEP 01
Collect
Filings, hiring, capex notices, supply data, expert calls, primary interviews. 140+ sources per report, cited inline.
STEP 02
Normalise
Strip noise. De-duplicate. Map entities across geos & currencies. Tag with sector and decision context.
STEP 03
Score
Every claim earns a confidence rating from corroborated source-count, recency, and analyst review. Visible in every report.
STEP 04
Synthesise
Analysts write the thesis first, evidence second. The doc opens with what you should do — supporting work follows.
STEP 05
Deliver
Instant PDF, dataset (CSV / Parquet), chart pack, and figure-by-figure email. Bundles ship together.
03 — Featured reports
This month's most-bought intelligence.
Six reports across AI, India, geopolitics, drones, SaaS and the spiritual economy. Every title is researched over four to eight weeks and ships with its underlying dataset.
RPT-042
12
Hyperscale demand is now a grid problem.
Hyperscale demand is now a grid problem.
"The 2026 GPU shortage will not be solved by fabs — it will be solved by power purchase agreements."
78 ppScore 94
$249
$349
RPT-041
9
Where the agri-tech grants will actually land.
Where the agri-tech grants will actually land.
"Six districts capture 71% of the PLI window. Founders are still pitching the other 412."
62 ppScore 88
$99
RPT-040
memo
The vendor short-list nobody has published yet.
The vendor short-list nobody has published yet.
"Of 38 approved Indian OEMs, only 7 are real businesses. We name them and rank them by 2026 award probability."
28 ppScore 91
$179
RPT-039
thesis
The infra layer is where the money goes next.
The infra layer is where the money goes next.
"Tools won. Workflow plateaued. The next $1B exits will be in unsexy infra: payouts, contracts, identity."
54 ppScore 86
$129
RPT-038
macro
The de-dollar trade has a real chokepoint.
The de-dollar trade has a real chokepoint.
"Settlement is moving faster than supply. Rare-earth processing is the bottleneck nobody is pricing."
46 ppScore 89
$149
RPT-037
brief
The fastest-growing consumer vertical India does not talk about.
The fastest-growing consumer vertical India does not talk about.
"From temple-tech to devotional commerce — the operators here are building category leaders without VC capital."
38 ppScore 84
$79
04 — Bundles
Themed bundles for the decision you're actually making.
Three to four reports, packaged around an industry or a decision context — investing in India, building in AI, or briefing a board on geopolitics.
Bundle 01
Save 28%
India Growth Bundle
Agri-tech + Drones + Spiritual Economy + Manufacturing PLI primer. Built for founders & investors deploying in India.
Best for: VCsIndia founders
$407 standalone
$299
4 reports · instant delivery
Bundle 02 · Most popular
Save 32%
AI & Compute Bundle
AI Infrastructure + Humanoid Robotics + Semis Map + Compute Economics primer. The complete picture for AI capital allocators.
Best for: AI VCsStrategy teams
$585 standalone
$399
4 reports · instant delivery
Bundle 03
Save 25%
Macro & Geopolitics Bundle
De-dollarisation + Rare Earths + Defense Procurement + Sanctions primer. For analysts and board-level briefings.
Best for: AnalystsBoard briefings
$465 standalone
$349
4 reports · instant delivery
05 — Methodology
Why this is different from an LLM summary of secondhand news.
Every report is built on four trust pillars — primary sources, scored claims, named analysts, and a thesis we'll defend in public. The opposite of a hallucinated digest.
Primary & proprietary sources
Every figure is sourced to a filing, dataset, or expert interview. Citations sit inline next to the claim — not buried at the end.
142+ sources / reportConfidence-scored claims
Each forecast carries a corroborated source-count, recency window, and a published confidence band. You see how much we believe ourselves.
High / Med / Low, visibleNamed analysts, real expertise
Every report has a named author with a byline you can verify. We list prior firms, sectors, and shipping record. No anonymous bylines.
7 analysts · avg 11 yrsContrarian thesis, defended
Each report opens with a single, defensible thesis on page one — and we publish the strongest counter-argument on the last page.
Page 1 thesis · page N counter
06 — Trusted by
Used by the operators making the next call.
Venture investors, founders, consultants and analysts use Statpreneur to form a thesis before the rest of the market catches on.
Investor · VC partner★★★★★ 5/5
The AI Infrastructure map saved us three months of primary research and re-shaped our entire 2026 deployment plan. Statpreneur is the rare publication where you read it once and immediately change a decision.
EH
Elena Haas
GP, North Arc Capital · $1.2B AUM
Founder★★★★★ 5/5
Reads like it was written by an operator, not a journalist. That's the difference.
PR
Priya Raman
Founder · Lumen Robotics (Series B)
Consultant★★★★★ 5/5
I billed back the Macro Bundle to my client on the day it landed. Saved me a week of desk research.
MO
Marcus Okafor
Principal · independent strategy practice
Operator★★★★★ 5/5
The drone procurement memo flagged the OEMs I'd be partnering with three months later. Uncanny.
JK
James Kowalski
CSO · industrial holdings group
Investor★★★★★ 5/5
The India agri-tech brief is the document my analyst should have written. No fluff, real numbers.
SD
Sofia Delgado
Director · sovereign growth fund
Founder · Series C★★★★★ 5/5
We forward at least one Statpreneur memo per quarter to our board. It's the only research we don't have to caveat — the citations are right there in the margin.
TB
Theo Brandt
CEO · climate-tech, Series C
08 — Start reading
Read what's about to happen, before it does.
Pick up a single report, grab a bundle, or join 12,400 operators reading the Sunday Dispatch. Instant delivery. No subscription required to start.