About DecryptingTech
We explain technology through the businesses building it. Our research connects technical detail to competitive advantage, economics and the debates that matter to investors and operators.
What we cover
Cybersecurity, semiconductors, AI infrastructure and data platforms. Sector guides explain the landscape; company research examines individual businesses; debates explore the questions reshaping the market.
How we approach research
Start with the customer problem. Explain how the technology works. Follow how suppliers earn money, where their advantages come from and what could weaken them. Separate reported facts, management claims and analytical judgement.
What to read first
Use Technology to learn a sector, Companies to examine a business, and Debates to explore a structural question. The Daily briefing follows the changing market.
Contact
Visit our Contact page to get in touch.
