Market intelligence is such a weird lemon market. A bunch of shady $2000-$5000 reports by a wide variety of small-time outfits with a median credibility level of “sketchy.” There is very little aggregation.
Most represent between $50k-$250k worth of analyst labor.
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The market is ripe for some sort of disruption. At like $50-$500, I’d probably be willing to buy several reports. Right now I rely on either free summaries or bootleg copies. Ideally, I’d pay like 5k/year for say 15-20 reports of reliable quality.
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No. Substack is downstream commentary. The raw intelligence takes a lot more labor to produce.

