Sartu Research is an independent investment research firm focused on the frontier of artificial intelligence and open financial infrastructure. Headquartered in San Francisco.
Sartu Research takes a fundamental, long-term approach to understanding the technologies that will shape ownership, productivity, and value creation. We concentrate on the systems beneath the surface—where technical capability becomes enduring economic infrastructure.
Our work in artificial intelligence follows the full stack: foundational models, computation, energy, data, and the businesses reorganized by their deployment. We seek clarity about both the scale of the opportunity and the constraints that define it.
Across Web3 and digital assets, we study protocols and market infrastructure where security, incentives, liquidity, and governance may create durable networks. Our research is independent, methodical, and grounded in first principles.