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
$49/mo
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 $49/mo $499/mo $1,499/mo $3,999/qtr
CadenceMonthlyMonthlyBiweeklyQuarterly
Detail items per cycle5-1015-25Full sector
CoverageAll sectors, shallow1 sector, focusedMulti-sector overlay1 sector, exhaustive
Descriptive detailCluster-levelPer-filerPer-filer + cross-laneSector-wide with filer-shape catalog
Priority Q&A30 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 $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.