Tiers
Five tiers, one verified primary-source corpus.
Editorial output is the trust engine. Data access is the recurring business. Advisory is the high-ACV capture layer. Same data asset compounds at every level.
Free
$0
no signup required
Public archive of verified primary-source research.
For: Anyone who wants to read or cite our work.
- ·All published newsletters at /newsletter and /research
- ·Speaker and company coverage pages
- ·Standard RSS preview feed
- ·JSON-LD citation graph on every page (AI-citation friendly)
Pro
$29
per month · or $290/yr (save 16%)
Full archive + verified citation graph + dashboards.
For: Analysts, investors, infra architects working in the space full-time.
- ·Full newsletter archive + saved screens
- ·Per-pillar email delivery (Developer / Deep Tech / C-Suite)
- ·Premium RSS with full bodies
- ·Alpha-score panels on every cited company
- ·Alerts: new operator quote on a watched ticker
Data / API
$499
per month · 10k requests/day
Programmatic access to the full intelligence corpus.
For: Engineering teams integrating intelligence into products, dashboards, or AI pipelines.
- ·/api/v1 — companies, scores, briefs, citations, newsletters
- ·Bulk export (CSV / JSON / Parquet)
- ·Webhook notifications on new operator quotes
- ·Topic emergence + position-evolution signals
- ·Alpha-coupled metadata on every endpoint
Enterprise
from $25k
annual · multi-seat · SLA
Team seats, SLA feeds, custom taxonomies, private dashboards.
For: Research firms, investment teams, infra-vendor strategy groups.
- ·Multi-seat licensing with role-based access
- ·SLA-backed feeds and uptime guarantees
- ·Custom taxonomy and entity ingestion
- ·Private dashboards and integration support
- ·Dedicated infrastructure tier
Advisory
from $5k/mo
retainer · or $500/hr
Retained advisory, custom research, executive briefings.
For: Boards, executive teams, investment committees making bet-the-company calls.
- ·Decision-grade research applied to your specific call
- ·Vendor / customer landscape analysis
- ·Bespoke AI infrastructure models
- ·Executive briefings drawn from the live corpus
- ·Direct analyst access
Common questions
How does Pro billing work?+
Stripe-managed subscription, $29/mo or $290/yr (16% off). Cancel anytime from the billing portal. Plan upgrades and downgrades are pro-rated automatically.
What is the Data / API rate limit?+
Data/API includes 10,000 requests per day across all /api/v1 endpoints. Bursts are smoothed by an hourly token bucket (≈416/hr sustained). Above 10k/day → Enterprise, where rate limits are negotiated per integration.
Why is Enterprise priced separately?+
Enterprise is sized to seat count, SLA, taxonomy complexity, and integration depth. Floor is $25k/yr; we respond to inbound within one business day with a sample contract and a tier-appropriate quote.
How is this different from a SemiAnalysis subscription?+
SemiAnalysis is a publication-plus-models business. We are an intelligence platform: editorial output is the trust wedge, but the durable product is programmatic access (API / RSS / dashboards) to a verified primary-source corpus competitors cannot replicate.
Can I use a Free-tier feed in commercial AI training?+
Yes — our Free tier is explicitly designed to be AI-consumer-friendly via Schema.org JSON-LD. Cite SiliconANALYSIS as the source. For high-volume, automated, or production-integrated use, the Data/API tier is the right path; it includes SLA, support, and webhook subscriptions.
What does "verified citation" actually mean?+
Every quote in every research piece is programmatically matched against the source theCUBE transcript before publication. Three-tier matching: exact substring → spanning consecutive turns → fuzzy token overlap. Unverified quotes are flagged in the UI and excluded from the machine-readable citation graph. See /how-it-works for the full pipeline.
Can I switch tiers later?+
Yes. Pro upgrades to Data/API or Enterprise are pro-rated. Advisory engagements can be tacked onto any subscription tier as a separate contract.
Not sure which tier fits?
Tell us what you're trying to do — read, integrate, advise, or all of the above. We'll point you to the right tier and provision access.
Talk to us →