Four depths on the same signal set.

The underlying research is the same — descriptive summary of AI-related disclosure language in public SEC filings, calibrated against the regulatory-arrival arc. Pick the depth that matches your read cadence and workflow. Read the manifesto for the positioning behind all four tiers.

Newsletter

Read at your pace
Free
Cancel any time · delivered 1st business day monthly
Fit: operators, corporate counsel scanning for early-warning, journalists, boards, compliance teams, and anyone tracking sector-level AI-disclosure patterns.
  • Monthly issue, 4-6 sector clusters
  • Disclosure-language taxonomy per cluster (routine risk-factor vs. specific-methodology language)
  • Cross-filer disclosure-language comparison (template-shared vs. independent authorship)
  • Regulator-comment tracking per cluster (federal agency + top-state activity)
  • Historical regulatory-arrival timeline comparison (versus adjacent sectors that have already been rulemade)
  • Full filer list with 10-K / 10-Q / 8-K citations

Multi-Sector Retainer

Cross-sector coverage
$1,499/mo
Cancel any time · biweekly cadence
Fit: teams tracking 3 or more AI-adjacent sectors concurrently. Biweekly cycle, multi-sector overlay (single filer that surfaces across multiple sector lanes).
  • 15-25 per-filer detail items per cycle (biweekly)
  • Multi-sector overlay per filer (surfaces cross-lane presence)
  • 30-min priority Q&A window per month
  • Everything in the Research Retainer tier
  • Cross-lane pattern flagging (same filer or vendor appearing in multiple sectors)
  • Priority window on cluster-density spikes

Sector Strategic Brief

Executive / board
$3,999/quarter
Quarterly delivery · single sector per subscription
Fit: operating executives, GCs, board audit committees, private-equity operating teams. One sector, deep. Landscape + regulatory-arrival calendar + filer-shape catalog.
  • Quarterly 20-30 page strategic brief on chosen sector
  • Regulatory-arrival calendar (federal + top-4 states)
  • Filer-shape catalog (which disclosure-language patterns tend to precede regulatory notice)
  • Vendor-supply-chain map (upstream AI providers referenced across filings)
  • Board-ready summary slide deck
  • 90-min quarterly readout call with Kevin
  • Sectors available: Energy, Real Estate, Robotics, Security-tech, Adtech, Healthcare-AI, Fintech, and by request

Depth ladder at a glance

Axis Free $499/mo $1,499/mo $3,999/qtr
CadenceMonthlyMonthlyBiweeklyQuarterly
Detail items per cycle—5-1015-25Full sector
CoverageAll sectors, shallow1 sector, focusedMulti-sector overlay1 sector, exhaustive
Descriptive detailCluster-levelPer-filerPer-filer + cross-laneSector-wide with filer-shape catalog
Priority Q&A——30 min / month90 min / quarter
Best forOperators, journalists, boards, complianceFocused-sector analysts and teamsTeams tracking 3+ AI-adjacent sectorsExecutives, GCs, PE operating teams

Discipline that applies at every tier

Independent posture. No fee-share, no contingency, no referral arrangements with any party discussed. Any downstream engagement (audit, expert report, other services) prices separately at standard rates.

Cancel any time. All tiers bill through Stripe -- monthly or quarterly. Wire available on request. No annual lock.

Descriptive analysis only. Content is descriptive summary of public SEC filings and other public-record sources. Nothing published alleges wrongdoing by any named filer. Not legal advice.

Subscriber-selected filtering across tiers. The $499 and $1,499 tiers apply a subscriber-selected sector or theme filter. Overlap on the same filer across subscribers is possible; a conflict-check protocol is available on request.

ContrarianAI LLC. Kevin T. Luddy is the sole author and analyst; not an attorney. No AI-authored copy. Signal identification uses tooling; analysis is human.

Take it at your pace.

Start with the free newsletter. Upgrade when the depth matches your workflow. Downgrade freely. The underlying signal set doesn't change — only the depth of the read you get.