What changed in the last 90 days, and what mainstream coverage still hasn't caught?
The Unknown Report
Every quarter, we reopen the case on the entire frontier economy. Not a recap. A structural update: which positions shifted, which dependencies broke or strengthened, and which companies are now in the conversation that nobody outside Rabbt is tracking yet.
$249 / quarter · includes full Depth Layer access
Two Different Jobs
Two different jobs.
The Depth Layer maps one dependency chain, end to end, every month. It's depth on a single thread.
The Unknown Report is the quarterly sweep across everything. It's where you find out what moved across the whole board while you weren't looking, including inside the chains the Depth Layer already mapped.
Subscribing to the Unknown Report gets you both. The Depth Layer is included, not sold separately.
The same structural questions, applied to what changed.
The Framework
Every company we cover gets mapped across four dimensions. The Unknown Report applies that same discipline to the quarter as a whole:
Structural position
Who moved up or down the chain, and why.
Dependencies
What broke, what strengthened, what's now fragile that wasn't.
Signals
The contracts, filings, and milestones that fired since the last issue.
Conditions
What would have to be true for the picture to change again.
This isn't a news roundup. It's the same framework we use on every individual company, run across the entire frontier economy at once.
This isn't a track record claim. It's what the framework looks like in practice.
Not a Prediction
An earlier Frontier File mapped CoreWeave, Lambda Labs, and Crusoe Energy as independent GPU infrastructure providers holding a structurally vulnerable position, dependent on whether hyperscalers achieved compute self-sufficiency on their own timeline.
Over time, the picture moved. The independents began signing multi-year capacity contracts instead of spot-market overflow deals. The Defense Production Act's Title III authority formalized independent GPU compute as national security infrastructure. The structural position strengthened, and the Unknown Report tracked exactly how.
That's the job. Not calling winners. Watching a structural position and updating the read as the facts move.
The Chain Underneath Quantum Computing.
Interlune is a lunar resource extraction company. Bluefors is a Finnish manufacturer of dilution refrigerators. NTT DOCOMO is a Japanese telecommunications carrier. These three sit in three different industries, in three different countries, with three different revenue models, and three different sets of competitors. They are also, in Q2 2026, structurally linked. Bluefors signed a 2028–2037 forward purchase agreement with Interlune for up to 10,000 liters of lunar helium-3 per year. That helium-3 is the working fluid in the dilution refrigerators that cool the quantum systems being installed in places like NTT DOCOMO's network operations centers. A delay at Interlune in 2027 propagates to Bluefors's manufacturing schedule in 2028 and to NTT's quantum-enabled network optimization roadmap in 2029.
See the depth for yourself.
From a Recent Issue
One subscription, the whole system underneath it.
One Subscription
Unknown Report subscribers get:
- Weekly Frontier File access
- Monthly Depth Layer issue (cross-sector dependency chain analysis)
- Quarterly Unknown Report (structural intelligence sweep)
Three publications, one price, published every week whether or not you're actively looking.
The frontier economy doesn't wait for the next headline.
Most of what matters happens quietly, in a filing or a contract or a partnership announcement nobody outside the sector notices. The Unknown Report is built to catch it every quarter, whether you were paying attention or not.
$249 / quarter · includes full Depth Layer access