For: Industry Analysis

General outline for industry analysis pieces.

• Intro
• Scope of Analysis
• Industry Economics
• TAM & Market Share
• Key Players
• Overarching Trends, Evolution of Competitive Space
• Future Outlook
• Misc

Key Questions

• how will industry consolidation play out?
• how will hyperscalers try to disintermediate?
• what role does parametric insurance play in this?
• where are the contracts going?
• how sticky are products?