CS Research subscriptions
Choose the research access your team needs
Start with Landmark for The Diligence Stack, CS Atlas, and Atlas Agent. Add selected data models with Meridian, unlock the full model suite with Horizon, or build a Custom plan around your team.
Subscribe annually through Atlas. The Diligence Stack newsletter on Substack is included with every annual plan.
Landmark
The Diligence Stack subscription, including access to CS Atlas and Atlas Agent.
$3,000
per year
- The Diligence Stack newsletter
- Access to the CS Atlas research platform
- Atlas Agent for exploring our research
- Creative Strategies research notes
- Earnings and post-event analysis
- Subscriber charts and selected supporting data
- Research delivered directly through Substack
Meridian
Selected data models
Contact Us
Pricing available on request
- Everything in Landmark
- Selected dashboards from our three flagship models
- Summary forecasts and baseline market assumptions
- Read-only access to key model outputs
- Regular data refreshes with notes explaining what changed
Horizon
Full model access with detailed assumptions and scenario controls.
Contact Us
Pricing available on request
- Everything in Meridian
- Full AI Factory Economics Model covering power, capacity, utilization, capital requirements and returns
- Full AI Memory Model covering HBM, the broader memory hierarchy, supply, demand, pricing and market size
- Full Semiconductor Industry Model covering compute, networking, foundry, advanced packaging and WFE
- Downloadable models with detailed assumptions and scenario controls
- Source evidence, validation checks and model change logs
- Model agent for querying outputs and comparing scenarios
- All model updates released during the subscription term
Custom
Continuously maintained models configured around your priorities.
Contact Us
Pricing available on request
- Everything in Horizon
- The three flagship models maintained as continuously updated services
- Models configured around your company universe, priorities and internal assumptions
- Scheduled updates with versioned assumptions, source evidence and change history
- Custom scenarios tied to investment, capacity or strategic planning questions
- Stable data outputs designed for integration into internal research workflows
- Direct access to Creative Strategies analysts for model reviews and working sessions
- Priority research when market changes require new model inputs
Already pay on Substack? before purchasing to avoid overlapping subscriptions. Monthly newsletter subscriptions remain on Substack; Atlas plans are billed annually.
Enterprise
Need a custom plan?
Select the products and capabilities your organization needs. We’ll create a plan for team access, custom research, models, and advisory.