Guidances

Guidances

Guidances is an independent AI, chips and markets publication with a public thesis track record and a paid intelligence workspace.

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What Guidances is

Guidances is an independent publication covering AI, semiconductors, technology policy, and markets. It combines a free public briefing stream with a paid Intelligence workspace. Each call is written as a falsifiable claim on a named asset rather than a hedged opinion.

Public track record

Every thesis is graded in public as Confirmed, Partial, or Miss, and older calls are never deleted. Daily briefings frame each event as what happened and why it matters in plain language, so readers without a technical background can still follow along.

Intelligence workspace

  • Question-based analysis that picks the relevant lens automatically.
  • Scenario trees that branch into weighted futures you can track over time.
  • Recurring monitors, dashboards, and market impact context.

Plans

Reader is free and shows public briefings. Plus at 29 USD per month adds intelligence credits for answers and dashboards. Pro at 59 USD per month expands credits and unlocks full market, scenario, portfolio and earnings context.

Pros & Cons

Pros

  • Every thesis is graded in public as Confirmed, Partial or Miss with nothing deleted
  • Question-based analysis auto-selects the relevant lens
  • Paid plans include scenario trees and recurring dashboards

Cons

  • Coverage is concentrated on AI, chips and markets rather than general tech
  • Deeper analysis is gated behind Plus and Pro subscriptions

Frequently Asked Questions

What does Guidances cover?

AI, semiconductors, technology policy and markets, with plain-language briefings and a paid intelligence workspace.

How is accountability handled?

Every call is a falsifiable claim on a named asset, graded in public as Confirmed, Partial or Miss over time.

What do the paid plans cost?

Plus is 29 USD per month; Pro is 59 USD per month. Reader access to public briefings is free.

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