Research agents for investors

The market never stops talking. Meet the agents that never stop listening.

Ethmos research agents listen to podcasts, read your newsletters, and scan your corner of X. They track every debate that touches your coverage universe and catch every executive appearance you might have missed. The agents' findings land in your private feed in real time and in your inbox each morning.

Get started See how it works ↓
Free · set up in two minutes
Your agents · scanning1,182 episodes

The insight that would have changed your position was on a podcast you've never heard of.

The people who know your positions best talk about them constantly: executives on podcasts, investors on each other's shows, the writers you subscribe to, the X accounts you follow. Ethmos covers all of it, so nothing slips through the cracks.

Agents01 / 06

Ethmos covers your corner of the market.

Each agent takes an assignment: a name you cover or a theme you're tracking. Every finding comes back as a sourced card in your feed, with the deep dive one tap away.

COVERAGE

Ethmos watches your names.

Tell it your names. When an executive from one of them sits down on a podcast, on any show, Ethmos finds the episode, transcribes it, and writes the brief.

Your names
NVDASNOWGOOGTSMASMLAVGOMU VRTAMDMSFTAMZNMETAORCLANET DELLCRWVPLTRNOWARMLRCXAMAT
Appearance briefFiled · 6:47 am
GuestCEO · Snowflake
ShowMinus One
DateThis morning · 36 min

The CEO of a sixty-billion-dollar company, on a show you don't follow.

  • Lays out the neutral-model moat: built to run equally well on any frontier model, because enterprises fear locking into one.
  • Says compiling agent skills down to cheap code gives Snowflake “very different” inference economics.
Read the deep dive →Listen to the episode
THEMES

Ethmos tracks your themes.

Pick a theme or prompt your own in plain English: AI labs, power, rates, anything you'd want an analyst to track. Your agent works the tape every day and only speaks when it finds something.

Your assignment
Theme briefFiled · 6:31 am
ThemeDatacenter power
Sources2 podcasts · 1 newsletter
DateThis morning

Two utility CEOs described interconnection queues moving for the first time in a year.

  • Both said large-load requests are now getting firm connection dates instead of open-ended studies.
  • One flagged transformer lead times easing from their peak; the other said new PPAs are clearing at higher prices as buyers lock in capacity.
Read the deep dive →See the 3 sources
Your sources02 / 06

Bring the shows and writers you already trust.

Agents cover the ground you can't. The sources you follow get the same close read.

01Podcasts

Follow the shows you love. Ethmos listens to every new episode and has the summary ready by the time you open your feed.

02Newsletters

Forward them to your private Ethmos address. Ethmos reads every issue the moment it lands and has the key takeaways waiting for you.

03X

Connect your handle and Ethmos scans your corner of X, surfacing the most important signal in a sea of content.

The Dwarkesh PodcastThis morning

Anthropic and OpenAI will have most of the world's compute by 2028

Two labs are on pace to control most of the world's usable compute by 2028, financed by revenue per megawatt that has climbed to nine figures.

  • The two took roughly 30% of new compute in 2025 and are heading for 40 to 50% this year.
  • Both are shifting compute from serving customers to internal R&D, a call the show itself flags as non-consensus.
  • Roughly $11 trillion of AI capex through 2029, about $5 trillion of it debt, is the macro risk to watch.
Open the deep dive →
One feed · one morning email
Memory03 / 06

All of it compounds into a dossier on every name you cover.

Every summary, brief, and appearance feeds a private encyclopedia of your field. Each name you cover and theme you track gets a page, threaded with every mention across every source. The longer you use it, the more it knows.

NVIDIA

Entity · 214 mentions · updated this morning

BG2 · Sovereign demand is the swing factor three guests keep returning to.
STRATECHERY · Inference margins migrate toward whoever owns the workload.
APPEARANCE · An exec appearance from your coverage, filed with the deep dive attached.
Wherever you work04 / 06

Your chatbot reads the internet. Ethmos lets it listen, too.

Connect Ethmos to ChatGPT or Claude. It brings information they can't reach on their own: podcast conversations no search engine can read, the newsletters only your inbox receives, the dossier on every name you cover. Ask against all of it, or kick off a research agent without leaving the conversation.

IN CHATGPT

“What did guests across my feed say about the credit cycle this month?”

IN CLAUDE

“Kick off a deep dive: who is underwriting the GPU buildout, and on what terms?”

✦ Agent dispatched · the brief lands here and in your feed
IN CHATGPT

“What have my newsletters said about small-cap software this month?”

Included with Pro.
How it works05 / 06

Pick your sources, set your coverage, open your feed.

01

Pick your trusted sources.

Podcasts, newsletters, your corner of X. All of it goes in.

02

Set your coverage.

Search your names or tap whole sectors. Your appearance agent gets to work right away.

03

Set your agents.

Pick thematic agents or prompt your own. They run daily from day one.

04

Open your feed.

Everything worth knowing, already distilled.

And it compounds: the more you read, the richer your living encyclopedia of the field becomes.

Pricing06 / 06

Free for 14 days. Plans start at $29 a month.

Core
$29/month
  • Cover 20 names
  • 2 thematic agents
  • Podcasts, newsletters, and your corner of X
  • Live feed, morning email, and a dossier on every name
Start free trial
Pro
$99/month
  • Everything in Core
  • Cover 100 names
  • Every thematic agent
  • 2 custom agents, written in plain English
  • 5 on-demand asks a month
  • Ethmos in ChatGPT and Claude
Start free trial
Enterprise
Custom
  • Everything in Pro
  • Seats for your whole team
  • Coverage and agent limits set for you
  • Invoicing and dedicated support
14-day free trial on Core and Pro

Your agents are ready.

Get started
Free · set up tonight, briefed tomorrow morning