An independent educational research project

What it is

Acts of Evolution is an independent educational research project founded by Steven Dudley. It starts with the question of what is actually being built, why it matters, and how the companies are connected. Its public face is the AI economy map plus nine trackers. The question on the home page is: Is AI going to boom or bust?

“AI optimism without bullshit.”

Who it is for

It is for intelligent non-specialists who want the system without reading hundreds of filings. The tracker rows are written for a reader with no finance background.

A chain, not one industry

The map is a chain, not one industry. It does four jobs: relationships, evidence, signal vs hype, and plain English. The fourteen layers, in site order, are: Energy and grid; Data centers; Chip equipment; Fabrication and memory; AI chips and networking; Servers and AI factories; Cloud and compute; Foundation models; Infra software; Applications; Robotics and physical AI; Space infra; Financial and investment; Quantum computing.

Counts from the live data

On 2 Oct 2026 the live data showed 286 companies, 14 sectors, 851 sourced relationships, and v3.25.9. Those counts come from the live data on that date, not as permanent facts.

Three lenses

The space, robotics and quantum computing pages are three lenses, not separate maps. Sector lenses.

Nine trackers

Nine trackers follow conditions that would have to hold for the AI build-out to keep being financed. How a verdict is set. The trackers on the home page.

No affiliation

Acts of Evolution is not affiliated with, endorsed by, sponsored by or reviewed by any person or firm cited anywhere on it, and no one cited has approved, checked or contributed to what is published here.

Educational only

The site is for general informational and educational purposes only. It is not investment advice, and it is not a solicitation to buy or sell a security. Using it does not create an advisory relationship. Inclusion is not an endorsement of a company or its securities. The site does not publish model portfolios or buy, sell or hold ratings.

Signal Desk

Signal Desk is not for sale. The free Acts of Evolution AI Economy Pulse continues each week.

Email

Email updates are sent through Buttondown. The address is not sold. They do not include tips or price targets. Email updates and what we do with your address.