Independent TMT research, Austin, TX. Three interactive research artifacts live here, each styled as the medium its subject replaced; the labs and pipelines behind them live in the repository.
Eight companies across premium SVOD, audio, and broadband: coverage universe, growth deceleration, bundle penetration, churn, and operating-margin comparisons. Market figures re-verified July 2026. Styled as the cable channel guide the streaming bundle replaced.
Seven sub-sectors crossed against seven altitude layers of the compute stack, from the physical substrate to the application layer, with 36 named public occupants and the mechanism recorded at each intersection. Styled as a print research journal.
The vendor and data-layer architecture built to reconstruct what streaming platforms withhold: from the billing relationship down to the identity substrate, with the open questions shown in place. Styled as an homage to the video-store era it replaced.
Also in the repository: two measurement labs with knowable ground truth (panel-estimation-lab, vendor-signals-lab), two data pipelines, a dbt warehouse, an entity-resolution MCP server, an interactive media taxonomy, and three analysis PDFs. Every number in the lab READMEs reproduces from a clean copy.
Self-contained page: styles inline, no external requests, no tracking. This site documents research method; it does not make recommendations.