Abundance moves
the bottleneck.
A perspective on technology, physical limits, and the movement of capital.
Abundance changes what becomes scarce.
When technology makes one productive input easier to obtain, demand for its complements can grow faster than those complements can expand. The limiting factor moves, and the economic opportunity can move with it.
AI makes this visible. More capable compute brings power, cooling, equipment, construction, and capital into the same conversation. The frontier extends beyond AI: it is a way to examine how productive systems change.
From scarcity to systems.
The economic story depends on how the pieces fit together.
Physical limits
Technology operates within a real economy of resources and infrastructure.
Corporate response
Businesses reorganize as the opportunity and the constraint change.
Economic value
Being important to a system doesn’t automatically mean capturing its profits.
A compelling thesis still has to earn its conclusions.
Scarcity Frontier connects a broad economic perspective to company research. We distinguish what is observed from what is inferred, acknowledge uncertainty, and revise conclusions as the evidence changes.
The public site introduces the ideas and selected examples. The flagship publications and Annual Research provide the detailed analysis, Company Maps, updates, and thesis revisions.