Research Intelligence for Investors

The best investment thinking has never been more available. Keeping up with it has never been harder.

Ethmos summarizes the podcasts and newsletters you follow, sends research agents after the topics you care about, and compounds it all into a living encyclopedia. Private to you.

Free · set up in two minutes

This morning 6:58 am
Newsletter Stratechery 6:41 am

Agentic inference unbundles the GPU

When machines run tasks for machines, latency stops mattering and memory beats speed.

  • Fast “answer inference” for humans, memory-bound “agentic inference” for machines.
  • The largest, most open market yet, where Cerebras, Groq, and even China can compete.
NVDAAgentic inference
Your agent found

Tracking “AI compute supply & pricing” across this week's 1,240 new episodes, including shows you don't follow.

Three analysts flagged a Q3 GPU oversupply on shows you've never subscribed to.

Newsletter The Diff 6:12 am

Why aggregation theory bends but doesn't break

Distribution still wins, but the cost of owning demand is quietly climbing.

Distilling All-In · Stratechery · Dwarkesh · Lex Fridman · The Diff · Invest Like the Best, and whatever else you follow.

The problem

The insight that would have changed your position was on a podcast you've never heard of.

The evidence that matters for your investment theses scatters across 300 hours a week of podcasts and a pile of newsletters. Distilling the signal from the noise is the work of a full-time analyst. Now you have one.

Feed

Ethmos summarizes at the depth you choose

It transcribes and reads every podcast and newsletter you follow, turning each into a card you can scan in a minute. You decide what to do with it: skim the summary, click in for a deep dive, or go all the way to the source.

Podcast Dwarkesh Patel 1h 48m

Scaling laws, and what breaks first

The bottleneck moved from chips to power, and nobody priced it in.

  • Frontier runs are now gated by grid interconnects, not GPUs.
  • Inference demand is compounding faster than training spend.
NVDAPower
Agents

Hunts down the topics you care about, wherever they surface

Name a topic and Ethmos puts agents on it, reading past your own subscriptions to distill the conversations that matter, even on podcasts you've never heard of.

PodcastBG2 Pod
The capex debate, revisited
NewsletterSemiAnalysis
HBM supply through 2027
Memory

And retains it all in a living encyclopedia

Everything Ethmos reads compounds into a curated encyclopedia of your field, built from your sources alone. It remembers, so you can search, revisit, and build on it. The longer you use it, the more it knows.

Living encyclopedia 674 sources
AI Compute Infrastructure138 sources
Aggregation Theory58 sources
Semiconductor Supply69 sources
How it works

Pick your sources, set your agents, open your feed.

01

Pick your sources.

Add the podcasts, newsletters, and voices on X you follow. Ethmos listens to and reads every new one.

02

Set your agents.

Tell them what topics to track, and they scan the podcast universe for what matters.

03

Open your feed.

A daily brief of everything worth knowing, with deep dives one click away.

And it compounds: the more you read, the richer your living encyclopedia of the field becomes.

Your analyst is ready.

Get started

Free · two-minute setup