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A research brand for the people who actually have to ship AI inside enterprises. We publish what we wish someone had written for us when we were doing the same job. No hype. No hot takes. Numbers we can stand behind.

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What we publish

A few products. One standard.

Every surface here has to carry something a CIO, CoE head, or innovation lead can use the week they read it. If a piece doesn’t pass that test, it doesn’t go out.

Live

The Morning Edition

A weekly brief that lands every Tuesday at 7:30 AM. Eight hundred words on what actually moved in enterprise AI, with the survey data or teardown to back it up.

Q3 2026

Inference Research

Quarterly flagship reports on enterprise AI in production. Our methodology is in the appendix. Our raw data is downloadable. Sponsors fund distribution; they don’t shape the findings.

Q3 2026

Inference Roundtables

Invite-only sessions of fifteen practitioners. Chatham House rules. One vendor underwrites the room. Everyone else is a peer at the table.

Q3 2026

The Inference Podcast

Biweekly conversations with the people actually shipping AI inside large companies. Forty minutes per episode. No mid-roll ad reads cutting into the answer.

2027

Inference Quarterly

A premium print magazine for our paid subscribers. Sixty-four pages of long-form research, every quarter, mailed to your office. Think of it as the part of the year that earns a coffee table.

Why this exists

There’s plenty of AI noise out there. We’re here for the signal.

In a survey we ran last quarter, 87% of AI leaders told us they can’t close the gap between pilot and production. If you’re one of the people who has to close it, you probably already know the existing research wasn’t written for you. That’s the gap we’re filling.

01Evidence first

Every number you read in our work is sourced. Every claim is testable. When the data is too thin to draw a conclusion, we say so out loud rather than dressing it up.

02Written for operators

The people accountable for shipping AI systems are the audience. If a paragraph wouldn’t survive a Monday morning standup, it doesn’t make it into the brief.

03Transparent on money

Sponsors fund our distribution. They don’t shape what we cover. Once a quarter we publish exactly who paid us and what they paid for. The Morning Edition itself stays free for readers.

Latest issue

Issue 16 · 29 September 2026

The Ninety-Day Cliff

Twelve of the cohort's funded programmes are now each inside their own thirty-to-ninety day window since the budget cleared. Four owners have shipped something a stakeholder outside their team has actually used. Five are still building. Three have gone quiet since the morning the money was approved.

Read Issue 16

THE NUMBER

4/12

funded programmes have shipped something a stakeholder outside their own team actually uses within the first ninety days. Three have gone quiet since the day the money landed.

Also recent · what's coming

Issue 14 · 18 August

The Ask That Gets Funded

Seventy-four programme owners are writing next year's funding case. Of the thirty-one already decided, twelve were funded as asked; nine of those twelve could name, in one sentence, where last year's savings went.

Read Issue 14

Issue 15 · 15 September

The Cut List

Every one of the cohort's thirty-one funding decisions this quarter came with a cut list attached. Fourteen owners named something specific to stop; the rest funded at a fraction of the rate.

Read Issue 15

Coming next Tuesday

Issue 17 — The ninety-day review

What the cohort's finance partners actually ask when it's time to decide whether a funded programme keeps its budget, and why the metric that got an owner funded is rarely the metric that keeps them funded.

Deep reads

Editorials and research, in between the weekly issues.

Longer-form pieces that go deeper than the Tuesday morning newsletter. Free to read. Free to share.

Editorial · October 2026 · 6 min read

From Clairwood to Oslo: Navi Pillay Wins the 2026 Nobel Peace Prize

A bus driver's daughter, the granddaughter of Tamil indentured labourers, raised under apartheid in Durban. She spent six decades making sure war crimes and genocide get prosecuted. Her story, and the Indian thread running through it.

Read the editorial

125th

Nobel Peace Prize ever awarded

85

her age at the announcement

1890s

grandparents reach Natal from India

Briefing · October 2026 · 14 min read + 14-page PDF

Is a Global 5F Crisis Coming?

Hormuz has been shut for seven months, fertiliser has nearly doubled and India just had its weakest monsoon since 2015. An India-first reality check on food, fuel, fertiliser, finance and freight, and what every household should actually do.

Read the briefing

Day 210

Strait of Hormuz effectively shut

5.95%

India food inflation, August

₹96

rupee to the US dollar

Editorial · September 2026 · 12 min read

The Ones Who Refused to Wait

Pixxel just closed the largest funding round in Indian spacetech history. The story of two founders who spent seven years building a health monitor for the planet, and a confession from an ecosystem that almost met them first.

Read the editorial

$100M

Series C, largest in Indian spacetech

6

Firefly satellites in orbit

$195M

total funding raised to date

Editorial · July 2026 · 10 min read

The Orbit Makers

Vikram-1 was privately built, but its success belongs to a much larger India. How two ISRO engineers, the 2020 reforms and eight years of patient capital carried the country into the private orbital age.

Read the editorial

450km

orbit reached on the maiden flight

17min

lift-off to mission success

$1.1B

India's first space-tech unicorn

Editorial · June 2026 · 15 min read

The Nationalisation of Intelligence

How a Friday-evening Commerce Department letter ended the era of open AI — and why the fracture lines now running through frontier technology will define the next decade of global power.

Read the editorial

72h

launch to global blackout

3 tiers

new global access structure

$340B

global sovereign AI investment

Flagship · June 2026 · 12 min read + 42-page report

The GAIN Framework: National AI Accounts for the AI Economy

GDP cannot see the AI economy. Seven national AI capital accounts, one score, and a conversion ratio that separates the nations that own AI assets from the nations that monetize them. India is the first full case study.

Read the report

7 accounts

one national AI balance sheet

10 nations

scored, classified, ranked

44.3

India's GAIN score, 2026

 The $1 Trillion Pivot. Sanjay Mehrotra and Micron's rise. Inference Morning Edition.

Leadership Profile · 25 June 2026

The $1 Trillion Pivot: How Sanjay Mehrotra Changed Micron

Micron crossed a trillion dollars and ran up 850% in a year. The man who got it there was rejected for a US visa three times before he turned eighteen. With the record Q3 numbers now in.

Read the profile
The New AI Elite — LLM Money, Power, and the New AI Network. Inference Research.

Inference Research · Issue 05 · 28 June 2026

The New AI Elite — LLM Money, Power, and the New AI Network

A new AI power circle is reshaping money, talent, and the future of work. The deep-dive on who's getting rich, who's getting replaced, and who's setting the rules.

Read the research
The $900M Hire — Meta, CRED, and the Kunal Shah Trade. Inference Analysis.

Breaking Analysis · 22 June 2026

The $900M Hire — Meta, CRED, and the Kunal Shah Trade

Meta didn't buy CRED. Meta bought Kunal Shah, and wrapped a $900 million structural firewall around it. The deal that broke is engineered to look like one thing and do another.

Read the analysis

Briefing · June 2026 · 9 min read

AI in FinTech: The Race for Sovereign Infrastructure

A $99B market becoming a $500B+ one. A 1,210% surge in AI-enabled fraud. Three nation-states quietly building the infrastructure that will decide who runs financial AI for the next decade.

Read the briefing

$500B+

market size by 2034

1,210%

AI-enabled fraud surge

3 bids

UAE · Saudi · EU

Signals

Data stories for the AI era.

Animated data films — each one a single insight, visualised. Sixty seconds. No commentary. The numbers do the talking.

EP 01 June 2026 · 1 min 7 sec

The Birth of Artificial Intelligence

From the Perceptron in 1958 to 5 trillion-parameter models in 2026. Every major lab. Every AI Winter. The full 80-year arc — in 67 seconds.

More Signals dropping soon

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Founder

Who’s writing this.

A publication is only as honest as the person doing the writing. Here’s who that is at Inference.

Aditya Patro

Founder & Editor

I started Inference because the research I wanted to read about enterprise AI didn’t actually exist. Plenty of vendor blogs. Plenty of analyst reports priced for boards, not operators. But not much in between for the people who own the actual production roadmap.

Before this, I spent years on the operator side of the table: helping startups grow at T-Hub, working at Dell Technologies, and now leading an AI Center of Excellence inside a large enterprise, where I see every week how hard it is to move a pilot into production. I write every word of the Morning Edition myself. If a brief sounds like it came out of a content factory, it didn’t come from us.

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