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Offaxis / Research desk · 16 October 2026

Company database · Business model comparison

Technology, through the business model.

Who pays, where value accumulates, what the costs hide, and which evidence would change the thesis.

ENERGY × AI / Deep report · 24 October 2026

AI’s Power Bill: Who Captures the Value?

Demand forecasts, a transparent electricity cost model, and the delivery risks behind grid equipment, gas, nuclear and storage.

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NEW / Deep report · 18 October 2026

Who keeps the value after the sale?

Revenue mix, delivery obligations, counterarguments and a transparent stress scenario.

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Report 01 / Public-source commercial analysis

AI coding tools: who captures the value?

A commercial map of subscriptions, consumption and workflow control in AI-assisted software development.

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Report 02 / Public-source commercial analysis

AI search: the business behind the answer

How advertising, referrals and subscriptions compete for value when discovery becomes conversational.

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Report 03 / Public-source commercial analysis

Enterprise AI: buy an outcome, budget the whole system

A cost model and procurement framework for moving AI from a pilot to a repeatable business process.

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AI cost-per-outcome calculator

Compare the full workflow cost with your existing process, then stress-test accepted volume.

How we work

Each report separates published evidence, original commercial interpretation and illustrative calculations. Sources are linked alongside claims. No undisclosed revenue estimates or invented market shares.

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