How Crusoe's Energy-First Model is Becoming the AI Industry's Baseline
Most didn't copy Crusoe's model but they did adopt its logic
Innovate & Invest
Decoding business models in deep tech, AI and legacy markets to sharpen the edge. For operators, investors and founders.
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Emerging Patterns - August 2026
Highlighting trends on which the next decade will be built; in this issue - drone delivery, nuclear reactor miniaturization and direct-to-device phone connectivity
Why VCs Are Funding Defense Tech Now
And a checklist for getting funded
The Right Model for AI Implementation: Rent or Own?
And the 2x2 risk-based decision making framework
Model 1 or Model 0: Which Netflix Shows Up Next?
Aggregator or curator, the choice that decides who owns the next decade of streaming
The Wrong Technology Layer: Why Comcast's Media Flywheel Stalled
Decoding business models, playbooks and tech to sharpen pattern recognition......so you can operate, invest, and decide better
Happy 250th, America! The Invisible First Act of Innovation by its National Labs
And is the pattern of venture capital changing to take on higher risk for foundational tech?
Emerging Patterns - June 2026
Highlighting trends on which the next decade will be built; new drugs, edge AI and battery design innovation idea for startups
The Challenger's Playbook: How One Startup Is Using It to Take On Amazon
The strategy and pattern behind logistics startup Stord's bet against the Everything Store.
Cerebras: Placing A Dinner Plate-Sized Contrarian Bet
Two failed IPOs, one impossible chip, a $5.6 Billion debut and the patterns behind that journey