Topic Boards
One topic per board: the read and key numbers at the top, then sections of charts with their reading notes, refreshed with the dashboards. Each board hangs on a station of the AI buildout map.
1Map station ①｜Demand
AI Revenue: Where the ARR Comes From
This board answers three things: how much AI is earning, how fast it is growing, and which product drove each step up.
1Map station ①｜Demand
Enterprise Adoption: How Many Companies Pay, Who Gets Paid, How Deep It Goes
This board answers four things: how many companies pay for AI, which model vendor gets the money, how deep the usage goes, and whether the tool layer keeps its customers.
1Map station ①｜Demand
Token Pricing: How China and the US Reprice, and the New Tiers
This board answers four things: are token prices still falling, who is raising and who is cutting, which tier is moving, and where the cost per unit of intelligence is heading.