Consumer AI Tokenomics Research Analyst

SemiAnalysis LLC; New York (NY); Ibrido; USD 120.000 - 190.000; Tempo pieno

Descrizione del lavoro

SemiAnalysis LLC is hiring a research analyst for the Tokenomics team to cover consumer AI. The role involves writing reports for institutional clients and public newsletters, tracking usage and revenue, and evaluating pricing and demand dynamics across AI products such as ChatGPT, Gemini, Claude and related apps.

The candidate should have a strong background in consumer internet business models, independent research capability, and exceptional writing skills.

Competenze

• High agency and ability to independently develop research ideas and execute end-to-end.
• Strong knowledge of consumer internet business models (advertising, subscriptions, marketplaces).
• Background in equity research, corporate strategy, investment banking, hedge funds or similar.
• Working understanding of model economics, margins, pricing and product tradeoffs.

Mansioni

• Write research reports for institutional clients and SubStack newsletters.
• Build panels or scrapers to track usage, retention and churn of consumer AI apps.
• Estimate consumer AI revenue by product and explain pricing effects on economics.
• Run experiments comparing consumer AI products and rank effectiveness.
• Synthesize data from app-store, web-traffic and surveys to assess market share.

Conoscenze

High agency

Consumer internet models

Finance background

Model economics

Strong writing

Product obsession

Descrizione del lavoro

SemiAnalysis LLC is hiring a research analyst for the Tokenomics team to cover consumer AI. The role involves writing reports for institutional clients and public newsletters, tracking usage and revenue, and evaluating pricing and demand dynamics across AI products such as ChatGPT, Gemini, Claude and related apps.

The candidate should have a strong background in consumer internet business models, independent research capability, and exceptional writing skills.