Evidence first
Sourced, not vibes
Claims stay labeled — fact, calculation, source claim, assumption, judgment, unknown — and primary sources stay next to the claims they support.
Picks & Shovels · The deep dive series
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The series
Deep dives on the names behind the AI buildout.
Picks & Shovels is a long-form research series on the second-order companies the AI buildout runs through — power, cooling, and the infrastructure the headline names depend on. Each deep dive is published on Reddit as u/getworthward and closes the same way every time: why, expectation, what would change my mind, and a review date. When the review date arrives, the call gets revisited — in public, either way.
Accountable
Every call gets a review date
A deep dive is a dated position on the record, not a take that quietly ages. Reviews revisit what the evidence did to the thesis.
Worthward email
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