Today we're introducing Tribes.
The idea started with a simple observation: people do not just buy products. They move through the world in groups, patterns, preferences, and stories.
Yuval Noah Harari writes in Sapiens that large-scale human cooperation depends on shared stories. In Nexus, he extends that idea into information networks, how stories, signals, and systems shape the way people organize and make decisions. That is also how brands work. A brand is not only a logo or a product. It is a story people learn to recognize, trust, reject, repeat, and associate with other parts of their lives.
That is the origin of Tribes.
We are using the word in the behavioral sense: groups of consumers who share observable patterns in taste, spend, preference, and context. In our product, a Tribe is a cohort-based analytical lens.
With Tribes, you can start with a brand, category, company, and soon even experiences, then ask questions from the point of view of a specific audience.
For example: among Millennial Walmart shoppers, which other brands show the strongest behavioral affinity?
The answer is not just "popular brands." It is the brands that over-index relative to what random chance would predict. That distinction matters because Tribes is designed to surface what is distinctive about an audience, not simply what is large, obvious, or assumed.
For marketers, investors, and operators, Tribes helps answer the same core question: who is this audience, what do they actually do, and what else do they care about?
Experiences count too. Soon, weโll be cohorting events like concerts and sports, along with what audiences watch and listen to across film and music streaming, so you can see how taste in products, places, and entertainment connects.
There are a lot of ways to imagine or simulate how people might behave. We built Tribes to start with how they already do.
Tribes is now live in Lenses.
If you are a Carbon Arc customer, you already have access through your subscription. If you aren't and want access, reach out.
That was fun...
4/13: I asked Carbon Arcโs MCP Server โ who hits #1 on Spotify USA (Kahan/Drake/Ariana)
Bought Noah Kahan @ 55ยข
4/24: The Great Divide drops
4/25: resolves YES
One @Kalshi trade paid for a @CarbonArcAI sub
Receipts attached. DM me for access + report
@elonmusk transaction data has been a powerful tool for institutional investors to understand economic activity early. We launched Lenses: AI + that data access for $20/mo so individual traders can explore real demand signals too. Try it: https://t.co/pEz2LOWbwG code YUVRAJ30