Core Briefing
Inner Circle Briefing V3
The complete CHR thesis, five-layer ecosystem architecture, IP ownership structure, stakeholder map, and full appendix of deliverables. Start here.
Full briefing · ~25 min read
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Research
CHR Foundation Research V4
The foundational research document. GPU economics, workload-specific CHR calculations, demand elasticity analysis, and the two-tier economy thesis.
Research report · ~20 min read
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Interactive
GridShock: CHR Marketplace Simulator™
Watch data centers reshape a regional grid in real time. Then play as a Factory CFO, Generator Owner, or Retail Provider navigating the CHR marketplace. Layers 4 and 5 made visceral.
Interactive simulator · 15-30 min
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Interactive
Why CHR Is the Better Hedge
Interactive explainer comparing CHR-indexed protection against traditional fixed-price PPAs, gas hedges, and heat rate options. Includes ASC 815 hedge accounting implications.
Interactive tool · 10-15 min
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Strategy
CHR Commercialization Strategy
The five-layer commercial architecture: from published metric to market infrastructure. Revenue waterfall, client journey, competitive moat analysis, and the "Prove It With a Bet" capitalization strategy.
Strategic plan · ~20 min read
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♫ Audio
CHR Foundation: The Deep Dive
Audio overview of the CHR foundation research. The core thesis, GPU economics, demand elasticity, and the two-tier economy explained in conversation format. Best way to absorb the framework if you prefer listening over reading.
Audio · Opens in new tab · NotebookLM
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♫ Audio
Wholesale Markets: How CHR Reshapes Pricing
Deep dive into how data center demand structurally alters wholesale electricity price formation. Forward curve blind spots, the installed base thesis, and why markets haven't priced this yet.
Audio · Opens in new tab · NotebookLM
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Live Platform
CHRPIE V2.1: CHR Price Intelligence Engine™
The live analytics platform. Supply Stack Visualizer, Price Forecast Engine, Monte Carlo Distribution, CHRPS Dashboard, MPT Timeline, and Curve Analyzer. AI-powered with Claude API. Drag the DC Penetration slider and watch prices form in real time.
Live app · Opens in new tab · energy-decision-engine.replit.app
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