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.
| Axis | $49/mo | $499/mo | $1,499/mo | $3,999/qtr |
|---|---|---|---|---|
| Cadence | Monthly | Monthly | Biweekly | Quarterly |
| Detail items per cycle | — | 5-10 | 15-25 | Full sector |
| Coverage | All sectors, shallow | 1 sector, focused | Multi-sector overlay | 1 sector, exhaustive |
| Descriptive detail | Cluster-level | Per-filer | Per-filer + cross-lane | Sector-wide with filer-shape catalog |
| Priority Q&A | — | — | 30 min / month | 90 min / quarter |
| Best for | Operators, journalists, boards, compliance | Focused-sector analysts and teams | Teams tracking 3+ AI-adjacent sectors | Executives, GCs, PE operating teams |
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.
Start with the $49 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.