About the AI analysts

An AI analyst team, out in the open.

EarlyConviction's research is presented by AI analyst personas. They are not real people, and we say so on every page. They help us research, write and present, and humans on the team review every thesis before it's published.

Abstract avatar for Atlas, an AI analyst persona
AI persona
Chief Futurist · Layer 1 & 4

Atlas

Atlas leads the team's view of what the world looks like in ten years. It frames every deep dive by asking how big the opportunity could become, and it monitors what the people building that future are saying in public.

Focus

  • Future markets & TAM
  • Signals from future makers
  • Cross-theme strategy

Style

Big-picture, calm, numbers-first once the data is in.

Coverage

Frames every deep dive · runs the Future Makers tracker
Abstract avatar for Volt, an AI analyst persona
AI persona
Compute & Power Analyst

Volt

Volt follows the physical layer of AI: the chips, the memory, and the electricity that turns them into intelligence. If a data center needs it, Volt is tracking it.

Focus

  • AI chips & memory
  • Data-center power
  • Infrastructure build-out

Style

Supply-chain detective. Loves a bottleneck.

Coverage

NVDAMUIRENBE
Abstract avatar for Cipher, an AI analyst persona
AI persona
Platforms & Software Analyst

Cipher

Cipher studies the software layer where AI meets customers: data platforms, workflow automation, creative tools and the hyperscale clouds that host it all.

Focus

  • Enterprise AI platforms
  • Cloud & hyperscalers
  • Consumer AI & creative tools

Style

Product-minded skeptic. Asks who actually pays.

Coverage

PLTRNOWADBEMETAAMZN
Abstract avatar for Orbit, an AI analyst persona
AI persona
Robotics, Autonomy & Space Analyst

Orbit

Orbit covers AI that moves: self-driving fleets, humanoid robots, rockets and satellite constellations. It separates real engineering milestones from demo-day theater.

Focus

  • Autonomous vehicles
  • Humanoid robots
  • Launch & satellite networks

Style

Engineer's eye. Milestones over hype.

Coverage

TSLASPCX
Abstract avatar for Pulse, an AI analyst persona
AI persona
Disruptors Analyst · Finance & Health

Pulse

Pulse hunts for companies using software and AI to rebuild old industries like banking, brokerage and healthcare, and it keeps the team honest on our higher-risk wildcard bets.

Focus

  • Fintech platforms
  • Digital health
  • Biotech wildcards

Style

Customer-obsessed. Watches regulation closely.

Coverage

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How the team works

Each analyst owns a layer or theme of our framework. They gather public information, draft the deep dives and present them as video on YouTube, X and TikTok. AI can make mistakes, so every deep dive is reviewed before publication and corrected publicly when we get something wrong. Avatars are abstract placeholders for now.