Service · Research & Market Intelligence
Independent research for investors navigating markets shaped by AI.
Solten Ventures researches companies, markets, technologies, capital formation, and structural change across the AI economy — turning fragmented public information into decision-relevant intelligence.
What We Do
Research designed to be used in real investment and strategic decisions.
The work follows where AI changes economics, infrastructure, competitive structure, and the behavior of capital. We combine company analysis, market structure, transaction activity, and cross-sector evidence to identify what is changing, what remains uncertain, and which signals deserve attention before the consensus fully forms.
Research Universe
A focused research universe built to compound knowledge over time.
AI Infrastructure
Compute, power, networking, memory, data centers, semiconductors, and the physical constraints behind AI growth.
Software AI
Inference economics, model access, pricing architecture, agents, workflows, and AI-native software unit economics.
Physical AI
Robotics, autonomy, embodied intelligence, intelligent machines, and the systems that connect software to the physical world.
Capital & Deals
Financing, valuation, strategic capital, acquisitions, and transactions that reveal market structure and investor behavior.
Research Principle
Data matters. Interpretation is where it becomes useful.
The objective is not to summarize the AI market. It is to understand what observable developments imply for companies, investors, capital allocation, and competitive advantage.
Research Formats
Different formats for different kinds of questions.
01
Flagship Research
Deep thematic work on structural changes in AI infrastructure, software economics, physical AI, capital markets, and adjacent industries.
02
Company & Market Analysis
Focused analytical work on companies, technologies, competitive positioning, economics, and market structure.
03
Capital Signals
Recurring analysis connecting multiple financings, strategic moves, and market observations to identify emerging changes in investor and company behavior.
04
Deal Analysis
Selected financings and strategic transactions analyzed for what they reveal about valuation, capital formation, competitive dynamics, and market direction.
Selected Research
Examples of the questions this work follows.
AI Infrastructure · Energy
The Grid Is the New GPU
Research on AI, markets, companies, investment activity, and economic change.
Flagship Research
Infrastructure · Capital
The AI Boom Is Becoming a Financing System
What large-scale financing structures reveal about demand, credit, supplier economics, and the next infrastructure bottlenecks.
Research & Analysis
Software AI
The Price of Free Intelligence
How open-model strategies can shift where economic value accumulates across the AI software stack.
Research & Analysis
Software Economics
The Return of Marginal Cost
How usage, quality, inference expense, and pricing interact in the economics of AI-native software.
Research & Analysis
Capital & Deals
Etched — $700M at $21B
What a major financing can reveal about specialization, platform risk, and the economics of AI inference.
Deal Analysis
Independent Analysis
Research can also begin with a specific decision.
Company
Assess a company, its economics, competitive position, claims, market context, and material uncertainties.
Market
Structure an emerging market, identify important participants, constraints, economics, and sources of durable advantage.
Investment Question
Investigate a defined investment question using public evidence, independent analysis, and explicit assumptions.
Relationship to the Firm
Research is not a separate media business.
It is the knowledge layer of Solten Ventures — supporting investment systems, company analysis, business performance work, and the firm's broader understanding of capital and companies.
Contact
Would a fresh pair of eyes help?
For investors and decision-makers evaluating a company, market, technology, or investment opportunity, Solten Ventures can develop a focused, independent research and analytical engagement around the question at hand.
Need an independent perspective?
Solten Ventures is an independent research and analysis firm focused on capital, companies, and the decisions between them.
Solten
Ventures
Independent research and analysis focused on capital, companies, and the decisions between them.
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