Logo
Technology Research
IPO Research
Advisory
Notes From The Short Side
The Drill Down Podcasts
Cory Johnson
SUBSCRIBE
Search
Logo

OpenAI

OpenAI

BE

+4

Oracle's Out Clause

Sep 28, 2026

•

10 min read

Oracle's Out Clause

Force majeure shows Oracle continuing to out-finance the Finance Bros.

Anthropic

+2

The Next IPO

Sep 20, 2026

•

4 min read

The Next IPO

Introducing the Epistrophy Capital Research IPO Top 40

Anthropic

+3

☠️ The End Of The World As We Know It?

Sep 13, 2026

•

11 min read

☠️ The End Of The World As We Know It?

On Anthropic -- and how we die.

AMD

+4

Oracle’s Real Data Center Returns

Sep 8, 2026

•

9 min read

Oracle’s Real Data Center Returns

Ahead of Oracle’s Q1 ‘27 Results, “ROU’s”, A New Balance Sheet Entry, Tell A Story

Anthropic

+1

Anthropic's Accounting Boost?

Aug 23, 2026

•

11 min read

Anthropic's Accounting Boost?

Anthropic just passed OpenAI in revenue. Or did it?

Anthropic

+1

The Weight

Jul 12, 2026

•

9 min read

The Weight

An examination of how AI Labs Are Picking Sides: Open Weight vs. Closed

Home

Technology Research

IPO Research

Advisory

Notes From The Shortside

The Drill Down Podcasts: SUBSCRIBE

Cory Johnson

Archive

STAY CONNECTED

© 2026 Epistrophy Capital Research LLC.
beehiivPowered by beehiiv