Sessions

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# Depth Topic Cost
1 T6
How might companies like Baseten and Fireworks differentiate themselves in the mid to long term? Consider factors such a debate
$15.34
2 T6
How might companies like Baseten and Fireworks differentiate themselves in the mid to long term? Consider factors such a debate
$14.11
3 T6
Should a mid-sized infrastructure investor buy a retired coal plant site with an existing 400 MW grid interconnection in briefing
$12.10
4 T6
Red-team the attached investment committee memo (IC_Memo_Odessa) and its deal summary. Identify the most serious flaws: debate
$4.64
5 T6
A systematic trader runs three approximately uncorrelated strategies, each with a historical Sharpe ratio near 1.0, on a debate
$8.46
6 T6
A solo developer is building a single-user desktop note-taking app for macOS that stores all data locally on the user's debate
$11.76
7 T6
For a solo developer running a dozen small always-on services (trading bots, monitors, web apps) on a single Linux box, debate
$11.54
8 T6
Should I buy Jenbacher or Bergen for offline, medium based load power generation. We have to sign a purchase order in fo debate
$14.45
9 T6
Estimate the ENERGIZED AI-accelerator compute capacity of Chinese entities as of debate
$13.92
10 T6
What percentage of gigawatt capacity was used for AI inference versus training on July 1st, 2025, January 1st, 2026, Apr debate
$8.48
11 T6
Why is there a prevailing belief in material token scarcity in AI infrastructure, despite personal experiences of abunda debate
$16.12
12 T6
Why is there a prevailing belief in material token scarcity in AI infrastructure, despite personal experiences of abunda debate
$11.85
13 T6
Which specific inputs to AI compute are supply-constrained right now, and what observable evidence separates a real shor debate
$11.94
14 T6
Apparent AI-market paradox (2023–present): buyers can usually purchase large volumes of API inference tokens; many adver debate
$7.30
15 T6
Will TLVR kill MLCCs? debate
$7.55
16 T6
Will SSI come out of stealth mode by the end of August, and if so will their AI model represent a material advance from debate
$7.81
17 T6
In the COUPE PDK, is the optical I/O interface — grating coupler pitch, position, count, and fiber array geometry — fixe debate
$7.90
18 T6
The prompt debate
$8.41
19 T6
Which Frontier model should I use if I want to do analytical analysis on a business? As part of that, am I better off us debate
$7.07
20 T6
**Is it true that Chinese frontier AI models are now only about six months behind US frontier models, and if so, what ac debate
$11.17
21 T6
Conclave Prompt — The China–US Frontier AI Gap debate
$10.44
22 T6
For AI data centers, the industry is shifting from traditional 415 VAC / 54 VDC power distribution to an 800 VDC archite debate
$5.88
23 T6
Who is Tony Chang, and what wealthy, well-connected South Korean family is he a part of? Who is his mother? The only thi debate
$6.86
24 T6
For a hyperscaler build out, what are the top key build out milestones that would be identifiable from 30cm satellite im debate
$5.48
25 T6
Please review this document and assert the top scientific arguments that are not defensible or are weak, as well as the debate
$8.75
26 T6
Please review this document and assert the top scientific arguments that are not defensible or are weak, as well as the debate
$6.64
27 T6
The attached memo argues against permitting a hot-mix asphalt plant at the Canyon Rock Quarry site in Forestville, in Ca debate
$9.34
28 T6
The attached memo argues against permitting a hot-mix asphalt plant at the Canyon Rock Quarry site in Forestville, in Ca debate
$10.38
29 T6
Please review this document and assert the top scientific arguments that are not defensible or are weak, as well as the debate
$7.77
30 T6
What are the best practices for measuring sales cycle days in a SaaS business? Are they different for renewals versus ne debate
$4.20
31 T6
Does The Third Man ultimately endorse Harry Lime’s cynical worldview or Holly Martins’ romantic moralism? debate
$4.55
32 T6
Who is the real villain of the movie The Third Man, Holly Martins or Harry Lime? debate
$6.21
33 T6
Should I invest in Keyence or Shin-Etsu? Defend your choice. debate
$8.19
34 T6
If i can only pick one and my money will be locked up for 24 months, should I invest in Keyence or Shin-Etsu? debate
$6.73
35 T6
Is Quantum Computing Inc. overvalued? debate
$7.65
36 T6
Who area the most bill of material, pure-play suppliers for on-chip direct-to-silicon cooling? debate
$9.33
37 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for TMT Finance (https://www.tmtfinance.com/), decompo debate
$8.27
38 T6
Will AI be able to write material amounts of complex cross compiler code in the next three years? debate
$7.28
39 T6
How is the CIA's analytical organization organized from a taxonomy point of view? In other words, I assume they have the debate
$5.24
40 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for techinsights.com, decomposed by top line revenue, debate
$8.64
41 T6
Is Oracle really still a software company in its classic, historical sense, or has it morphed into something far more co debate
$8.90
42 T6
Is there a material difference in supported use cases between the following: using Claude code with an MCP to Snowflake debate
$8.92
43 T6
Why hasn't Nvidia lost more share to AMD given that AMD is already way ahead in FP16 and far ahead in FP64 (but not FP32 debate
$8.84
44 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for NewtonX (https://www.newtonx.com/), decomposed by debate
$6.10
45 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for Valona Intelligence (valonaintelligence.com), deco debate
$5.89
46 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for LinqAlpha, decomposed by top line revenue, operati debate
$6.06
47 T6
Is "10x Compute" required for each doubling of model intelligence? debate
$8.35
48 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for Hebbia, decomposed by top debate
$6.57
49 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for The Information (theinformation.com), decomposed b debate
$5.22
50 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for AlphaSense, decomposed by top debate
$6.55
51 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for Rogo, decomposed by top debate
$5.93
52 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for Fabricated Knowledge, decomposed by top debate
$5.24
53 T6
Is "10x Compute" required for each doubling of model intelligence? debate
$5.83
54 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for SemiAnalysis, decomposed by top line revenue, oper debate
$5.99
55 T6
Who are the top competitors making gas turbines to power data centers? Include both private and public companies, and if debate
$8.11
56 T6
Is "10x Compute" required for each doubling of model intelligence? debate
$5.81
57 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for each of the following companies, debate
$8.83
58 T6
What are the strongest private saas companies that specialize in automating the corporate legal paperwork process? debate
$5.49
59 T6
What are the strongest private saas companies that specialize in automating the corporate procurement paperwork process? debate
$7.78
60 T6
What are the top use cases as to why people subscribe to the website semianalysis? The website is https://semianalysis.c debate
$5.60
61 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for the following companies, debate
$7.26
62 T6
Provide a best in class estimate of the EBITDA and EBITDA margins for the following companies, decoposed by top line rev debate
$6.17
63 T6
Who are the most notable direct competitors to Fund A AI (e.g., https://funda.ai/)? debate
$5.87
64 T6
Who are the most notable direct competitors to Fund A AI (e.g., https://funda.ai/)? debate
$4.18
65 T6
Who are the most notable direct competitors to Fund A AI (e.g., https://funda.ai/)? debate
$4.22
66 T6
Who are the most notable direct competitors to Fund A AI (e.g., https://funda.ai/)? debate
$3.32
67 T6
Who are the most notable direct competitors to Fund A AI (e.g., https://funda.ai/)? debate
$4.22
68 T6
Temporal Knowledge Graphs for Investment Edge debate
$2.44
69 T6
SemiAnalysis Business Model Comparables debate
$6.38
70 T6
Conclave Prompt — Rajiv Endeavor: 3-Year Success Factors debate
$5.46
71 T6
Japanese Companies Comparative Analysis Prompt debate
$6.66
72 T6
Japanese Companies Comparative Analysis Prompt debate
$6.97
73 T6
Japanese Companies Comparative Analysis Framework debate
$5.88
74 T6
Should I invest in this company? See attached PDF and markdown. debate
$12.30
75 T6
Develop the optimal evidence-based topical skincare regimen for maximizing skin youthfulness over the longest possible d debate
$2.76
76 T6
Identify the principal scientific discovery that significantly enhanced the efficacy of psoriasis therapy in the last fi debate
$5.51
77 T6
After its IPO today with a closing market cap of $67B, will Cerebras be worth materially more, less, or about the same i debate
$5.17
78 T6
After its IPO today with a closing market cap of $67B, will Cerebras be worth materially more, less, or about the same i debate
$5.75
79 T6
What was the principal scientific discovery that significantly improved the efficacy of psoriasis therapy over the past debate
$2.70
80 T6
Over the next five years, which type of cancer is expected to see the most significant increase in survival rates? Pleas debate
$5.36
81 T6
Over the next five years, which type of cancer is expected to see the most significant increase in survival rates? Pleas debate
$6.10
82 T6
Over the next five years, which type of cancer is expected to see the most significant increase in survival rates? Pleas debate
$5.31
83 T6
Have extra terrestrial life visited earth? debate
$3.81
84 T6
What are the primary reasons people hire McKinsey Consulting? Discuss the key benefits and common use cases. debate
$4.33
85 T6
What are the primary reasons people hire McKinsey Consulting? Discuss the key benefits and common use cases. debate
$3.96
86 T6
What are the primary reasons people hire Harvey.ai? Discuss the key benefits and common use cases. debate
$4.51
87 T6
Will Docusign experience a significant decrease in its customer base by 2028? Include a probability estimate, key factor debate
$5.35
88 T6
What are the primary reasons people hire Harvey.ai? Discuss the key benefits and common use cases. debate
$4.40
89 T6
What are the main reasons people hire Harvey.ai? Include key benefits and any common use cases. debate
$4.30
90 T6
What are the main reasons people hire Harvey.ai? Include key benefits and any common use cases. debate
$4.84
91 T6
By 31 Dec 2028, will Amazon’s custom AI accelerators (Trainium + Inferentia) account for at least 10% of global data cen debate
$5.67
92 T6
By 31 Dec 2028, will Amazon’s custom AI accelerators (Trainium + Inferentia) account for at least 10% of global data cen debate
$5.84
93 T6
Which three companies is NVIDIA most likely to acquire next? Include a probability estimate for each potential acquisiti debate
$5.29
94 T6
Which three companies is NVIDIA most likely to acquire next? Include a probability estimate for each potential acquisiti debate
$5.40
95 T6
Which three companies is NVIDIA most likely to acquire by the end of 2026? Include a probability estimate for each poten debate
$5.50
96 T6
Will Apple design and use its own memory chips within the next three years, similar to their approach with M processors? debate
$5.14
97 T6
Will Docusign's share price reach $65 by the end of this year? Include a probability estimate, key factors influencing t debate
$5.19
98 T6
Who will win the NBA Championship this year? Please include a probability estimate, key factors influencing the outcome, debate
$4.82
99 T6
By the end of 2028, will advances in artificial intelligence have a material impact on colorectal cancer survival rates debate
$4.71
100 T6
By the end of 2028, will advances in artificial intelligence have a material impact on colorectal cancer survival rates debate
$3.69
101 T6
Will AI materially improve colorectal cancer survival rates by 2028? Include a probability estimate, key evidence, and w debate
$4.16
102 T6
Will AI materially improve pancreatic cancer survival rates over the next five years? debate
$4.99
103 T6
Have glioblastoma incidence rates increased materially in developed nations over the past decade\? debate
$4.19
104 T6
Will Ford lose material U.S. market share within five years? debate
$5.20
105 T6
What will Cerebras's product line-up be in three years, and how will it be different from today? debate
$4.87
106 T6
Assume it is ten years from now and the power problem for AI data centers has been solved — not partially managed, but g debate
$5.26
107 T6
Will space-based data centers matter within five years? debate
$5.60
108 T6
Who are the primary competitors to Volantis (volantissemi.ai). Include private and public companies, and public companie debate
$4.17
109 T6
How many CAVA restaurants will CAVA Group, Inc. (NYSE: CAVA) report having open at the end of Q1 fiscal 2026, in its ear debate
$3.21
110 T6
Who are Aformic's main competitors? debate
$2.36
111 T6
How many CAVA restaurants will CAVA Group, Inc. (NYSE: CAVA) report having open at the end of Q1 fiscal 2026, in its ear debate
$1.04
112 T6
How many CAVA-branded restaurants will CAVA Group, Inc. (NYSE: CAVA) report having open at the end of Q1 fiscal 2026, in debate
$1.81
113 T6
Will Starcloud be able to solve thermal management for space-based data centers at scale? See the sectin entitled, "Ther debate
$8.42
114 T6
Will the WHO declare Hantavirus a Public Health Emergency of International Concern this Year? debate
$3.66
115 T6
Will the Hanta virus kill more than 100 people this month? debate
$3.39
116 T6
What is the best strategy, balancing risk and reward, for this Kalshi proposition? debate
$5.80
117 T6
What will the price per barrel be for oil on July 1st, 2026? debate
$3.38
118 T6
What will the oil price per barrel be on July 1st, 2026? debate
$5.41
119 T6
What will the ISM Manufacturing PMI be for May? debate
$3.79
120 T6
How many subscribers will Hims & Hers Health Inc. report for Q1? debate
$5.12
121 T6
Should AI replace human juries in low-stakes civil cases? debate
$6.00
122 T6
Who will file for an IPO first, Anthropic or OpenAI? debate
$5.36
123 T6
Should remote work be the default for knowledge workers? debate
$5.56
124 T6
Will private credit fail to the extent it has a material deleterious effect on the US economy? debate
$5.79
125 T6
Will AI materially improve cancer survival years in the next five years? If so, (1) why and (2) what or who will be the debate
$5.56
126 T6
Will AI materially improve cancer survival rates in the next three years? If so, (1) why and (2) what or who will be the debate
$4.57
127 T6
Will Cerebras's hardware-driven competitive advantage be neutralized by software? debate
$5.65
128 T6
Will Triton 3.2 or MLIR-based compilers achieve ≤10% gap vs. hand-tuned DeepEP on MI355X within 6 months of hardware GA, debate
$5.13
129 T6
What are the likely technological advances that have to happen for space-based data centers to overcome the following: debate
$5.53
130 T6
Hanson Crawford Crum Family Law Group LLP — New Partner Buy-In Framework debate
$5.36
131 T6
You are a skeptical buyside analyst evaluating Blaize Holdings (NASDAQ: BZAI) debate
$6.42
132 T6
Over the next 36 months, will GPU kernel optimization remain a gating constraint on frontier LLM capability debate
$5.92
133 T6
Hanson Crawford Crum Family Law Group LLP is a 14-attorney, three-partner family law firm with offices in San Francisco, debate
$6.19
134 T6
Will Starcloud be able to solve the Thermal management challenges of space based data centers? debate
$5.26
135 T6
Over the next 36 months, will GPU kernel optimization remain a gating constraint on frontier LLM capability gains — meas debate
$5.49
136 T6
How can I improve the prompt i inputted that drove the rest of this analysis. debate
$6.27
137 T6
GPU Kernel Optimization: Frontier Research or Solved Infrastructure? debate
$5.85
138 T6
GPU kernel optimization — the low-level work of making matrix multiplications, attention mechanisms, and memory access p debate
$6.12
139 T6
Hanson Crawford Crum Family Law Group LLP is a 14-attorney, three-partner family law firm with offices in San Francisco, debate
$5.92
140 T6
Hanson Crawford Crum Family Law Group LLP is a 14-attorney, three-partner family law firm with offices in San Francisco, debate
$4.82
141 T6
My son has the opportunity to spend a month studying in the Middle East in January as part of a special debate
$4.26
142 T6
I want to do an experiment and try to make some money using AI and the internet. The idea is that AI can help me create debate
$5.32
143 T6
My father in law has an automotive dealership in Fond du Lac, Wisconsin. He has all General Motors brands and Ford. Will debate
$4.14
144 T6
My son has the opportunity to spend a month studying in the Middle East in January as part of a special program for his debate
$4.46
145 T6
Radiology Roll-Up — Conclave Prompt debate
$4.62
146 T6
Can a PE-style roll-up of fragmented outpatient radiology centers clear a 20% IRR over a 5-year hold? Yes or no, with co debate
$3.70
147 T6
In the next five years, will consumer adoption of AI erode Zeta Global's moat of best in class consumer intelligence? debate
$3.49
148 T6
in the next five debate
$3.27
149 T6
why does zeta global debate
$3.09
150 T6
for public saas companies debate
$3.72
151 T6
write a prompt that debate
$3.05
152 T6
what are the top debate
$3.38
153 T2
what give material changes debate
$0.97
154 T6
what are the top debate
$2.97
155 T2
what are the top debate
$0.89
156 T6
what are the top debate
$3.25
157 T6
will micron technology stock debate
$3.46
158 T6
How is Perplexity different from Claude and ChatGPT? explainer
$2.90
159 T2
SOX Compliance explainer
$0.73
160 T6
Session explainer
$3.80
161 T6
In AI, will long-context models outperforming RAG on dynamic tasks in the next five years, and if so when, and what tech debate
$3.44
162 T6
Will RAG in AI be as important in two years, or will it be rendered far less important by newer technologies, and if so, debate
$2.12