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Pricing

Get in before the move, not after it.

Lite to get in the game. Pro to find the moves before they’re priced in. Terminal for institutions. Monthly or yearly, cancel anytime. Research on the AI supply chain, not investment advice.

NewBuilt for institutional desks — now open to individual investors.
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Get in the game
Lite New
$15/ mo$19

billed yearly at $179 · save 21%

Get Lite
  • The four-level course + briefings
  • The 20 core AI names + their pages
  • Live news, movers, methodology & glossary
Most Popular
Find the moves
Pro New
Founding offer
$29/ mo$49.00

12 months for $349 $588 · save 41%

Get Pro
  • Full 800+ company universe
  • Bottleneck radar + signals — the tightest link, live
  • Portfolio Cockpit — live positions, valuation & thesis
  • Ask the Entity — your AI research analyst
  • Export (CSV/JSON) + the certificate
Accredited only
Institutional
Terminal
$10,000/ yr

For accredited investors & asset managers.

Apply for access
  • Live nowcast & real-time alerts
  • Model API + bulk export
  • Priority data & desk support
  • Everything in Pro

Cancel anytime, in one click. Switch plans whenever you like and keep full access through the period you’ve paid for.

For context: a professional market-data terminal runs tens of thousands a year — which is roughly where our institutional Terminal tier sits. THE ENTITY Pro is $349 a year — about $29 a month.

01Which plan is right for me?
If you’re…
New to AI investing
go withLite · $19/mo

Course, briefings, the 20 core AI names, movers & news. Learn the chain.

If you’re…
Hunting the next move
go withPro · $49/mo

Signals, the bottleneck radar, the AI analyst, the full universe & the Portfolio Cockpit — live positions, valuation and your thesis.

If you’re…
A fund or accredited investor
go withTerminal · $10k/yr

Live nowcast, real-time alerts, the model API and desk support.

02Compare every feature
Feature comparison across Lite, Pro and Terminal plans
FeatureLiteProTerminal
The four-level course (Learn)IncludedIncludedIncluded
Daily briefingsIncludedIncludedIncluded
Live news, mapped to the chainIncludedIncludedIncluded
Methodology & glossaryIncludedIncludedIncluded
Node pagesbasicsfullfull
Companies & movers20 core800+800+
The living mapNot includedIncludedIncluded
Signals & horizonNot includedIncludedIncluded
Bottleneck radar — the real tightest linkNot includedIncludedIncluded
Ask the Entity (AI analyst)Not included10 / day50 / day
Portfolio Cockpit — live positions, P&L & builderNot includedIncludedIncluded
Valuation, moat-erosion & risk radarNot includedIncludedIncluded
Thesis Workbench + AI red-teamNot includedIncludedIncluded
Scenario sandbox + compareNot includedIncludedIncluded
Export (CSV / JSON) + alertsNot includedIncludedIncluded
What runs short next — the forecastNot includedNot includedIncluded
Live tightness nowcastNot includedNot includedIncluded
Model API accessNot includedNot includedIncluded
03Why it’s worth it

Reading AI the old way — vs. with THE ENTITY.

Without it A headline says a new model launched
With THE ENTITY You see which physical part it just made tighter
Without it You guess who benefits
With THE ENTITY You trace it, part by part, to 800+ real companies
Without it “Bottleneck” is just a word
With THE ENTITY The bottleneck is the real, computed tightest link
Without it News feels like random noise
With THE ENTITY Every headline maps to the part it moves
Without it You react after the move
With THE ENTITY You see what’s likely to run short next
Without it Scattered tabs, threads and PDFs
With THE ENTITY One live map — sourced, dated, and checkable

The names you’ll be able to track

NVIDIAAMDIntelBroadcomArmQualcommMediaTekSTMicroelectronicsSamsungSupermicroDellLenovoCiscoGoogle CloudMetaTesla+85 more
04Questions

Is this investment advice?

No. THE ENTITY explains how the AI supply chain works and who sits where. It never tells you what to buy or sell.

Is there a free plan or a free trial?

No — we removed both on purpose. Lite starts at $19/mo, and you can cancel in one click and keep access until your period ends. No free tier keeps the room serious and the signal clean.

What does Lite include?

The four-level course, daily briefings, the 20 core AI names and their pages, movers, live news, the methodology and the glossary, plus node pages with the basics. Enough to genuinely learn the chain.

What’s the difference between Pro and Terminal?

Pro ($49/mo) unlocks the live tools: signals, the bottleneck radar, the AI analyst, the full 800+ company universe, and the Portfolio Cockpit — your positions with live P&L, valuation and moat reads, the Thesis Workbench, the sandbox and exports. Terminal ($10,000/yr) is the institutional tier for accredited investors and asset managers — the forecast of what runs short next, live nowcast, real-time alerts, the model API and desk support.

Why is Terminal so much more?

It’s built for funds and accredited investors who need real-time data, the API and direct support — and it’s priced and access-gated accordingly. Most individual investors want Pro.

Can I cancel or switch anytime?

Yes — up, down or out, in one click. Changes take effect on your next billing date, you keep access through the period you paid for, and early members keep their founding Pro price as they renew.

Prices in USD · monthly or yearly · cancel anytime · not investment advice