Discover the latest deep dives and memos
Building an American TSMC
By Maxx Yung, Kyle Harrison
To preserve American technological dominance, the US must rebuild its semiconductor manufacturing capabilities. Easier said than done. Our only hope may be saving Intel.
The State of BNPL
By Mohammad Balasinorwala, Kyle Harrison
Evaluating the state of fintech requires an evaluation of individual categories and how they’re evolving. First up? Buy Now, Pay Later (BNPL).
AI Progress: The Battlefield of Cold War 2.0
By Colin Yuan, Kyle Harrison
The US-China AI competition has evolved from a simple race for technological supremacy into a complex ecosystem rivalry where different approaches may coexist and even complement each other. For now.
Building an American TSMC
By Maxx Yung, Kyle Harrison
To preserve American technological dominance, the US must rebuild its semiconductor manufacturing capabilities. Easier said than done. Our only hope may be saving Intel.
By Mohammad Balasinorwala, Claire Burch
By Vardan Sawhney
By Elias Agardh
By Andrew Kim
By Matthew Wong
By Blanca Zhang
By Colin Yuan, Benedict Neo
By Garrett Maxwell
By Samarth Shridhar
By Samad Arastu
By Miu Kumakura
By Jasmine Wu
By Akhilesh Nevatia
By Allen Shen, Charles Rubenfeld
By Claire Burch
By Aayush Bhatt, Charles Rubenfeld
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By Charles Rubenfeld
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AI / ML
9 Deep Dives · 85 Companies
Fintech
4 Deep Dives · 64 Companies
Cybersecurity
4 Deep Dives · 31 Companies
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