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Latest posts

Stripe Proclaims the Singularity Has Arrived

Research Rundown #198, plus new reports on OpenRouter and Decart

Why SpaceX Acquired Cursor

Research Rundown #197, plus reports on Suno and Zepto

Terafab To Become World's Largest Building

Research Rundown #196, plus a new report on Fireworks AI

Breaking Down the Orbital Launch Market

Our latest deep dive on the launch market landscape and what determines the cost of launch.

The Frontier AI Price Wars Continue

Research Rundown #195, plus new reports on Rogo and Listen Labs

Open-Weight Models, Locked-Up Equity: Mistral and Anthropic in the News

Research Rundown #194, plus a new report on MaintainX

Kimi K3 Stuns the Tech World

Research Rundown #193, plus new reports on Stoke Space and Aalyria

Are Prediction Markets Doomed to Fail?

Our latest deep dive on the mechanics and challenges of prediction markets.

Meta's New Model & The AI Pricing Debate

Research Rundown #192

Rare Diseases and the Platform Biotech Renaissance

Our latest deep dive on orphan drugs and their broader implications.

Ships for America

Our latest deep dive on restoring American shipbuilding capacity.