---
title: "Commissioned research"

author: "Lida Liberopoulou"

updated: "2026-10-19"

canonical: "https://threadbaire.com/commissioned-research.html"

description: "Independent, bounded analysis on a specific AI exposure, thesis or decision, drawing on the frameworks and evidence behind Threadbaire's published research."
---

# Commissioned research

Sometimes the most useful research starts with someone else's question. I take a small number of commissions. Each one is an independent, bounded piece of analysis on a specific exposure, thesis or decision involving AI.

## What you bring

- An exposure you already hold: a fund position, a portfolio company, an investment whose value depends on AI economics holding up.
- A view you want tested: your own thesis, stress-tested from outside.
- A decision you're about to make: a vendor, a build, a dependency you're about to take on.
- A pitch you’re being asked to believe: a startup’s deck, a co-investment offer, or an IPO prospectus, read independently for whether the economics under the AI hold up (compute and hardware costs, financing, platform dependence).

You don't need to arrive without a view. Often the most useful read is a second opinion on one you already have.

## What I do

I investigate independently, drawing on the frameworks and evidentiary approach behind the published research. I don't join your team or implement anything, and I'm not paid by the vendors I analyse.

## What you get

A written analysis with a defined scope:

- what I found, and the evidence for it
- the assumptions your position rests on, and how well the evidence supports them
- where it breaks: the conditions under which it fails
- what to watch, and what each signal would mean
- what the analysis doesn't cover

## The work behind it

My [published research](https://threadbaire.com/blog/) sets out the frameworks and evidence behind this work. It also includes predictions made before the outcomes were known. In [*A Tale of Two Earnings*](https://threadbaire.com/blog/posts/a-tale-of-two-earnings.html), I published six predictions with explicit pass/fail conditions, then [checked them against the companies' filings](https://threadbaire.com/blog/posts/a-tale-of-two-earnings-what-the-filings-cannot-show.html).

Read the research first. If the approach is useful, a commission applies it to your specific question.

## How to start

Describe the question, the exposure or decision behind it, and any deadline. Enquiries and scoping begin in writing. I'll reply with whether it's a fit and how I'd scope it.

Commissions are confidential. Nothing is published or referenced without your agreement.

Get in touch: https://threadbaire.com/contact.html#commission

*This is research, not investment or legal advice.*