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Gildea classifies every signal into a two-axis theme system. Signals can have multiple themes per axis.

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Value chain (value_chain)

Where in the AI value chain does this signal sit?
ThemeDescription
InfrastructureThe compute layer: GPUs, TPUs, custom chips, and cloud infrastructure that make large-scale model training and inference possible.
Foundation ModelsThe core models that define capability: trained systems like GPT, Claude, Gemini, and Llama that serve as the base for downstream products.
OrchestrationThe software layer that makes models usable: frameworks, agents, vector stores, and developer tools for building and managing model-powered systems.
Data & LabelingThe data layer: how models are trained, evaluated, and refined, from raw datasets to synthetic data and human feedback loops.
ApplicationsThe product layer: AI features and experiences built for real users, from enterprise copilots to consumer agents.
DistributionThe delivery layer: how AI capabilities reach users, through APIs, platforms, partnerships, and ecosystems.

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Market force (market_force)

What external pressure or catalyst is shaping the value chain?
ThemeDescription
Capital & InvestmentTracks the allocation of financial resources: who’s funding whom, how capital moves across stages, and how valuations shape incentives.
Regulatory & LegalTracks how rules, policies, and court decisions set the boundaries for innovation and competition.
Competitive DynamicsExamines how firms position themselves (via product strategy, data moats, or market timing) to gain or defend share.
Talent & LaborFollows the human factor: hiring trends, executive shifts, skill shortages, and how automation reshapes work.
Geopolitical StrategyAnalyzes the interplay between national interests, technology policy, and access to compute and talent.
Trust & Societal ImpactCaptures public sentiment, safety debates, and the ethics shaping adoption and regulation.

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Interpretation fields

Each theme includes interpretation fields derived from the raw trend stats. These are discrete labels that agents can act on without statistical expertise.
FieldValuesWhat it tells you
directionRising, Stable, DecliningWhich way is this theme trending
confidenceSignificant, InsignificantIs the trend statistically reliable
stabilityVolatile, SteadyHow consistent is coverage week to week
notabilityHigh, Medium, Low, NegligibleHow much this theme warrants attention right now: foreground vs. background
notability_reasoningFree textHuman-readable explanation of the notability assignment
Themes do not have a scale field; all 12 themes are always active. The interpretation labels are computed over a rolling 12-week window: the current week plus 11 prior weeks. 
{
  "axis": "value_chain",
  "label": "Foundation Models",
  "direction": "Rising",
  "confidence": "Significant",
  "stability": "Steady",
  "notability": "High",
  "notability_reasoning": "Theme with confirmed upward trend and consistent coverage; notable upward shift reliably gaining traction.",
  "trend": { "..." : "..." }
}

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Theme intelligence

Each theme has a rich profile including:
  • Signal count: total signals tagged with this theme
  • Trend stats: analytics across four dimensions (see below)
  • Related themes: themes that frequently co-occur across both axes

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Trend analytics

Every theme includes a trend object:
FieldDescription
share_of_voiceTheme’s share of total corpus over the trailing 4 weeks
streakConsecutive weeks of growth
current_weekSignal count this week
prior_weekSignal count last week
The discrete interpretation labels above (direction, confidence, stability, notability) are derived from the underlying statistics so you can act on them without doing the statistics yourself.

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Using themes as filters

Themes work as filters across the API. Use the exact theme labels above: 
# Signals about Infrastructure
curl -H "X-API-Key: gld_your_key" \
  "https://api.gildea.ai/v1/signals?theme=Infrastructure"

# Entities in the Foundation Models space
curl -H "X-API-Key: gld_your_key" \
  "https://api.gildea.ai/v1/entities?theme=Foundation%20Models"

# Search within a theme
curl -H "X-API-Key: gld_your_key" \
  "https://api.gildea.ai/v1/search?q=chip+shortage&theme=Competitive%20Dynamics"

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Theme detail

The theme detail endpoint returns co-occurring themes from both axes: 
{
  "axis": "value_chain",
  "label": "Foundation Models",
  "signal_count": 45,
  "trend": { "share_of_voice": 0.22, "streak": 3, "current_week": 28, "prior_week": 24 },
  "related_themes": [
    {
      "axis": "market_force",
      "label": "Capital & Investment",
      "co_occurrence_count": 32
    }
  ]
}