Tessara (@tessara_ai) — Twitter Score 75 out of 1000

Tessara is an AI infrastructure research terminal that maps physical bottlenecks across chips, memory, packaging, power, and networking to more than 400 public companies. Tessara's Twitter Score is 75 out of 1000 (a Good rating) as of October 2026, ranking #10,860 (top 5%) among 493,952 tracked accounts.

Tessara was founded by Teng Yan, who previously worked as Head of Consumer Research at Delphi Digital and was a founding team member at healthcare AI startup Holmusk. The terminal is operated by COT Research Pte Ltd and grew out of an earlier presence under the @cot_research handle, which is now parked following the brand's move to @tessara_ai.

Tessara offers Pro subscriptions at a founding rate of $200 per month billed annually, with a standard rate of $500 per month. Alongside the paid terminal, it publishes a free weekly newsletter covering AI supply-chain bottlenecks. A distinguishing feature of the platform is its public, graded track record of pre-committed investment calls, giving subscribers a transparent record of research performance.

Tessara's sister brand Chain of Thought publishes independent crypto AI research and states its newsletter is trusted by more than 10,000 readers. In October 2024, Tessara published The Ultimate Crypto AI Primer, a curated resource list for crypto AI research. In May 2025, it launched 30 Days of Chain of Thought, a multi-week report series covering AI and crypto. Tessara has published 1,593 posts on the platform and has been mentioned by 36 accounts a total of 93 times, reflecting steady engagement within the crypto and AI research community.

Who follows Tessara on X?

Tessara draws a focused audience of researchers, builders, and market participants. The accounts that follow Tessara include 263 founders, 93 angel investors, 111 influencers and 5 VCs, among them Andrew Kang, Smolting Wassie, Udi Wertheimer, Luca Netz, Tarun Chitra and Frank.