About Rabbt
We started paying attention before anyone was paying us to.
The Moon is being mined for helium-3 under binding government contracts.
A biological lab in Boston ran 36,000 experiments designed and executed by AI in six months, with no scientist in the loop.
A facility in Minnesota is turning corn into industrial chemicals at petrochemical scale. None of this is a prediction. It's already operating, with named customers and signed contracts.
Almost nobody is covering it properly. The “sell-side” covers what generates trading volume, and most of these names don't yet. The handful of analysts doing serious work on this are scattered across Substacks and X threads, with no shared framework and nothing that compounds.
That gap is why Rabbt exists.
Why this matters
Capital that wants to fund the frontier economy is showing up. What it doesn't have is the information to deploy that capital well. When the picture is unclear, money clusters in hype cycles and pools in the same large-cap names that already have coverage. The companies actually building the future raise less, and slower, than they should.
We think that's a solvable problem. Not by predicting winners. By doing the structural work: where a company sits, what it depends on, what signals would tell you something changed. That's research a serious investor would do themselves if they had the time. Most don't. So we do it, on a schedule, and we make it available.
Rabbt isn't trying to be exciting. We're trying to be right, and early, on the things that are structural rather than the things that are loud.
Four parts. One connected picture.
The Frontier File
Free, every Monday. We map out Frontier companies: What's happening, who depends on whom. This is the front door. Most people who find Rabbt start here.
The Unknown Report
Every quarter, we re-open the case. Did the company we flagged actually do what the evidence predicted? This is where we hold our own analysis accountable.
The Depth Layer
Where research compounds. Once a month, we follow an entire dependency chain end to end, the manufacturers, the suppliers, the buyers, so you see how a sector or company connects.
Rabbt Insights
Coming October 2026. Everything above, live and interactive. The structured research file, the dependency map, and the workspace to track your own thinking as it develops, in one product.