Pulse turns fragmented market signals into clear decisions: what to build, where to invest, and when to act.
Refreshed each night across demand, execution, capital, and research.
One line is enough. We return act, wait, or pass with the angle and the why-now in about ten seconds.
Clustered 14 days before the wave of run-LLMs-locally posts. Demand surging, capital silent. A classic ghost.
Flagged as speculation two months before the correction. VCs ahead, execution thin. The bear case held.
Picked up the angle between Datadog pricing rage and the first three OSS challengers shipping on the same day.