Sorso View Reports
Quarterly research.
Long-form analytical PDFs, thirty to fifty pages, on the structural questions in AI compute economics that warrant book-length treatment. Sold individually or via annual subscription.
First report — Q3 2026
The first Sorso View Report ships in Q3 2026. Working titles in development:
- The 2026 Neocloud Reset. Financial health of major operators, capacity dynamics, pricing trajectories.
- Reserved Contract Math. Procurement playbook on reserved-instance economics, breakeven analysis, contract negotiation.
- Hyperscaler Pricing Convergence. Empirical analysis of how AWS, Azure, GCP, and Oracle price competitively against each other and against neoclouds.
- The Inference Token Economy. Inference pricing dynamics, token-vs-rental economics, strategic implications.
- Where the Capex Doesn't Add Up. Financial analysis of which AI infrastructure investments are likely to deliver returns and which are not.
Pricing: $499 individual, $2,499 annual subscription (four reports per year plus monthly briefs). Buyers include corporate procurement teams, investment analysts, consulting firms preparing for client engagements, and operators preparing for major capital decisions.
Notify me on launch