Bargo Research

Notes from the AI capital cycle

Institutional-grade equity research on AI infrastructure, power, and the capital cycle. Synthesized from the same data pipeline that feeds the MCP endpoint.

Analysis Methodology June 20, 2026

Plotting AI model release cadence: two labs are accelerating, three aren't

A chart of cumulative frontier model releases per lab, with explicit methodology. Anthropic and OpenAI show accelerating cadence; Google, Meta, and DeepSeek don't.