Special Series
Proflex Special Series
Proflex Finance subscriber notes, published free.
Editions
No. 02
Research Note · 16 Sep 2026
Ten Years in Six Months
Inference capacity earns roughly three times its full all-in cost. The return on AI is not the risk — the path is, and whether the financial system stays healthy long enough to finish paying for it.
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No. 01
Subscriber Note · 2 Sep 2026
No steering wheel, no lidar, no driver
A car with no steering wheel and no pedals, carrying no retrofitted sensor mast, driving itself — and built for less than the average new car in America. Here is what actually matters about it, and what it does to the investment case.
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