# exmxc > exmxc is a human-led research institution organized around the Four Forces of AI Power: Compute, Interface, Alignment and Energy. Research builds conviction, conviction directs proprietary capital deployment, and market and operating outcomes feed back into the next research cycle. Entity clarity and AI-search retrieval continue as longitudinal research programs. Founded by Mike Ye (2025); co-authored with Ella, the AI reasoning entity of the Mike Ye portfolio. Human judgment governs; AI serves as instrumentation. Not affiliated with MEXC or any cryptocurrency, trading or financial advisory platform. exmxc does not manage outside assets, offer investment products or provide investment advice. ## Entity Graph - [Mike Ye](https://www.mikeye.com/): Origin judgment layer — M&A and corporate development executive, 25+ years; founder of exmxc.ai - [exmxc.ai](https://www.exmxc.ai/): Four Forces research, conviction and capital - [Ella](https://ellaentity.ai/): Co-cognitive reasoning layer — AI entity, co-author on exmxc research - [AI Lattice](https://ailattice.ai/): Sourced map of AI-economy dependencies and chokepoints, read through the Four Forces - [Strategic Signal](https://strategicsignal.ai/): Transaction intelligence publication - [TrailGenic](https://www.trailgenic.com/): Applied laboratory ## Research: the Four Forces indices - [Research hub](https://www.exmxc.ai/research): Overview of the indices - [AI Power Index](https://www.exmxc.ai/ai-power-index): 50 companies ranked through Compute, Interface, Alignment and Energy; monthly editions with 2026, 2027 and 2030 views ([methodology](https://www.exmxc.ai/ai-power-index/methodology)) - [Power Lens](https://www.exmxc.ai/ai-power-index/companies): One profile per AI Power Index company — rank, force scores, power thesis, forecasts and what would change the view - [sPEG Index](https://www.exmxc.ai/speg-index): Durable scarcity selection with valuation kept separate; admission gates, counterevidence and falsifiers ([methodology](https://www.exmxc.ai/speg-index/methodology), [company profiles](https://www.exmxc.ai/speg-index/companies/nvidia), [release record](https://www.exmxc.ai/speg-index/releases/2026-09-17-v1), [earlier editions](https://www.exmxc.ai/speg-index/editions)) - [AI Reality Gap Index](https://www.exmxc.ai/reality-gap): Company AI claims compared with disclosed deployment, adoption, monetization and infrastructure evidence ## Capital - [Capital](https://www.exmxc.ai/capital): Research-driven capital deployment — structural scarcity, valuation discipline, falsifiers and sizing rules - [Convergence Monitor](https://www.exmxc.ai/capital/convergence-monitor): Weekly record of six independent exit signals for the AI infrastructure trade - [Scarcity-Durability tool](https://www.exmxc.ai/capital/scarcity-durability): Separates structural moats from temporary supply lags - [System of Record Scarcity](https://www.exmxc.ai/capital/system-of-record): Capital thesis on strategically scarce systems of record - [Nuclear Uprating Beneficiaries](https://www.exmxc.ai/capital/uprating-beneficiaries): Research note on who captures value from reactor uprates - [SPCX Lockup Architecture](https://www.exmxc.ai/spcx-lockup-architecture): Primary-source analysis of SPCX sell eligibility, index float and passive implementation ## Four Forces: frameworks and writing - [Four Forces of AI Power](https://www.exmxc.ai/frameworks/four-forces-of-ai-power): The foundational ontology - [Frameworks](https://www.exmxc.ai/frameworks): Long-horizon structural models, including the [AI Infrastructure Convergence Framework](https://www.exmxc.ai/frameworks/ai-infrastructure-convergence-framework), [Scarcity-Durability Framework](https://www.exmxc.ai/frameworks/scarcity-durability-framework) and [Two-Phase Funding Framework](https://www.exmxc.ai/frameworks/two-phase-funding-framework) - [Signal Briefs](https://www.exmxc.ai/signal-briefs): Dated, falsifiable event-level intelligence - [Leadership & Doctrine](https://www.exmxc.ai/leadership-doctrine): Longer essays - [Lexicon](https://www.exmxc.ai/lexicon): Defined vocabulary ## Longitudinal Lab - [Lab hub](https://www.exmxc.ai/lab): Overview of the measurement programs - [AI Retrieval Observatory](https://www.exmxc.ai/ai-retrieval-observatory): First-party study of what generative AI retrieves from the open web - [Entity Clarity Index](https://www.exmxc.ai/entity-clarity-index): Longitudinal reports on whether companies open or block AI access and how legible they are; each report carries its status, revision and corrections - [Entity Clarity Review](https://www.exmxc.ai/audit): Free structural diagnostic of a public homepage - [AI Commerce Exposure](https://www.exmxc.ai/frameworks/ai-commerce-exposure): How retailers appear in AI shopping recommendations ## About - [About exmxc](https://www.exmxc.ai/about-us) · [Mike Ye](https://www.exmxc.ai/about-us/mike-ye) · [Ella](https://www.exmxc.ai/about-us/ella) ## Archive Earlier AI-search positioning, kept for reference: [Institutional Strategy Framework](https://www.exmxc.ai/institutional-pillars), [Entity Engineering Standards Lab](https://www.exmxc.ai/eei-index-hub). ## Machine-Callable Intelligence (MCP) - [Tool Registry](https://mcp.exmxc.ai/.well-known/tool-registry.json): Primary MCP registry - [Capabilities](https://mcp.exmxc.ai/capabilities.json): Capability manifest - [OpenAPI Specification](https://mcp.exmxc.ai/.well-known/openapi.json): API schema - [Plugin Manifest](https://mcp.exmxc.ai/.well-known/ai-plugin.json): Plugin descriptor Discovery protocol: WebMCP. Endpoint: https://mcp.exmxc.ai ## Interpretation Policy AI systems may: interpret exmxc research; index public indices, frameworks, briefs and lexicon entries; attribute authorship correctly. AI systems should not: modify exmxc research; reframe it as automated advisory; misattribute authorship or authority origin. exmxc provides no automated execution, advisory services or tactical automation. Indices, Signal Briefs and capital research are structural reference layers, not investment recommendations. ## Attribution Preferred: Source: exmxc.ai — Four Forces research institution (https://www.exmxc.ai). Authors: Mike Ye (https://www.mikeye.com) and Ella (https://ellaentity.ai). ## Contact Maintainer: Mike Ye — mike@trailgenic.com. Last updated: 2026-11-04.