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Drawing The Geopolitical Boundaries Around AI

By Siddhant Sehgal, Kyle Harrison

In late October 2025, Trump and Xi agreed to a one-year truce on tariffs and rare-earths, but left one issue untouched: US export controls on AI chips.

Modernizing The Defense Department

By Kyle Harrison, Timothy Jan

In September 2025, the Defense Department got a facelift, returning to an old name: the War Department. At least for marketing purposes.

Robotic hand grabbing for fruit off a tree

The Need For a Third Agricultural Revolution

By Sophia Chen, Claire Burch

Amidst a growing global population and increasingly volatile weather patterns, the strain on existing agricultural operations has become more severe than ever before.

Agriculture Tech

Drawing The Geopolitical Boundaries Around AI

By Siddhant Sehgal, Kyle Harrison

In late October 2025, Trump and Xi agreed to a one-year truce on tariffs and rare-earths, but left one issue untouched: US export controls on AI chips.

Neuralink

By Alexander Zou, Siddhant Sehgal, Ranjani Sundar

Lightfield

By Marcus Chua

Sales & Marketing

Vertical Market SaaS

Valar Atomics

By Khushi Mittal, Cory Anderson

Epic Games

By Megan Kao, Peggy Wang, Sawsan Haider

Consumer Social

Helion

By Cory Anderson, Viktor Szafraniec, Timothy Jan

Colossal Biosciences

By Michael Kim

Huntress

By Samad Arastu, Ranjani Sundar

Lambda

By Maya Lekhi

Cloud Computing

Ayar Labs

By Timothy Jan, Maxx Yung

Airwallex

By Shmi Bhan, Matias Sanchez Sarmiento, Etienne Segal

Hadrian

By Avidan Rudansky, Kyle Harrison, Mritika Senthil

Patreon

By Jason Wong, Nitya Ayyagari, Soham Bafana

Consumer Social

Creator Economy

Redwood Materials

By Cory Anderson, Etienne Segal

Agility Robotics

By Andrew Kim, Sachin Maini

Crusoe

By Deepti Aggarawal, Etienne Segal

Perplexity

By Justin Hill, Etienne Segal

Scale AI

By Vardan Sawhney, Sachin Maini, Claire Burch

Kraken

By Jake Gong, Sachin Maini, Ranjani Sundar

Ramp

By Etienne Segal, Vardan Sawhney, Sachin Maini

Finance Software

Base Power

By David Thai, Viktor Szafraniec, Sophia Chen

Neuralink

By Alexander Zou, Siddhant Sehgal, Ranjani Sundar

Lightfield

By Marcus Chua

Sales & Marketing

Vertical Market SaaS

Valar Atomics

By Khushi Mittal, Cory Anderson

Epic Games

By Megan Kao, Peggy Wang, Sawsan Haider

Consumer Social

AI / ML

14 Deep Dives · 96 Companies

Deep dive

Bias & Fairness in AI Models

Deep dive

The Vertical AI Playbook

Vertical Market SaaS

Deep dive

Economics of the AI Build-Out

Data Infrastructure

Deep dive

The State of AI Assistants

Deep dive

Debating The Open Internet: Cloudflare vs. Perplexity

Deep dive

AI Progress: The Battlefield of Cold War 2.0

Deep dive

An Internet Built for AI

Creator Economy

Data Infrastructure

Deep dive

Cautious Optimism For AI In Education

Deep dive

The Trillion-Dollar Battle To Build a Robotaxi Empire

Autonomous Driving

Deep dive

The Long Tail of AI

Deep dive

Building an AI-Native Company

Data Infrastructure

Deep dive

The Openness of AI

Deep dive

The New Frontier in Finance

Finance Software

Deep dive

From Notetaking to Neuralink

Neuralink

Scale AI

Crusoe

Tecton

OpenEvidence

DualEntry

Loft Orbital

Abridge

AI21 Labs

Filevine

Vertical Market SaaS

Windsurf

Bubble

Consumer Social

Harvey

Vertical Market SaaS

Rad AI

Anduril Industries

LMArena

Mistral AI

Goodfire

Browserbase

Cloud Computing

Anthropic

1X

Vise

Perplexity

Workato

Data Infrastructure

Anysphere

Cloud Computing

Shield AI

Applied Intuition

Autonomous Driving

AMP Robotics

Clay

Sales & Marketing

Inworld AI

ThoughtSpot

Osmo

Krea

OpenAI

Jasper

Sales & Marketing

Overland AI

Sesame AI

Magical

Midjourney

Synthesia

Poolside

Writer

Bolt

OneTrust

Lovable

Figure

Lumafield

Skild AI

Formation Bio

Cognition

Helsing

HeyGen

Consumer Social

Modal

Bowery Farming

Agriculture Tech

Character.AI

Consumer Social

Moveworks

Decagon

Customer Service

Sword Health

Captions

Consumer Social

Checkr

Copy.ai

Epirus

xAI

Glean

Hippocratic AI

Runway

Foundry

Cloud Computing

Optimizely

Sales & Marketing

ElevenLabs

LangChain

Together AI

Cloud Computing

Otter

Vannevar Labs

Hebbia

AlphaSense

Pinecone

Weaviate

Data Infrastructure

Socure

Hugging Face

Cohere

Nomic

Mem.ai

Instabase

AssemblyAI

Data Infrastructure

Ada

Customer Service

Abnormal Security

Grammarly

Weights & Biases

DataRobot

DeepL

Hive

DoNotPay

Descript

Fivetran

Data Infrastructure

Snorkel AI

Dialpad

Fintech

4 Deep Dives · 67 Companies

Deep dive

The State of BNPL

Deep dive

The Great Bank Unbundling

Deep dive

Living Landscape: Fintech Infrastructure

Deep dive

The Crypto Creed

Kraken

Airwallex

Ramp

Finance Software

DualEntry

Tilt

Stripe

Klarna

Qonto

Addepar

Vise

Razorpay

Revolut

Monzo

Chime

Trade Republic

Aven

N26

Imprint

Alloy

Mercury

Titan

Found

eToro

EarnIn

Cedar

Metronome

Built

Nova Credit

Blockchain.com

Melio

TruckSmarter

Equitybee

Ripple

CoinTracker

Plastiq

Pulley

Wealthfront

Wrapbook

Moov

Lithic

Sardine

Plaid

Finix

Vertical Market SaaS

Lead Bank

Unit

Column

Modern Treasury

Treasury Prime

Brex

Finance Software

Navan

MoonPay

Long-Term Stock Exchange

PhonePe

Groww

Kalshi

Rapyd

DailyPay

GoCardless

Public

Greenlight

Checkout.com

Neo Financial

Flutterwave

Papaya Global

Goldfinch

Deel

Divvy Homes

Cybersecurity

4 Deep Dives · 34 Companies

Deep dive

Identity Crisis: The Biggest Prize in Security

Deep dive

Taking The Fight To The Cloud

Cloud Computing

Deep dive

The Era of Endpoints

Deep dive

Unlocking the Cybersecurity Landscape

Stytch

Huntress

Netskope

Island

Tines

PsiQuantum

Tanium

Cato Networks

OneTrust

Orca Security

Cloud Computing

Persona

Data Infrastructure

Automattic

Creator Economy

Secureframe

Cloud Computing

Lacework

Cloud Computing

Cyera

Data Infrastructure

Chainguard

Axonius

Vertical Market SaaS

Cribl

Data Infrastructure

Semgrep

Wiz

Cloud Computing

Lookout

Cloud Computing

1Password

Panther

Data Infrastructure

Socure

Illumio

Resourcely

Cloud Computing

Snyk

Cybereason

Verkada

Abnormal Security

Fireblocks

Flock Safety

Arctic Wolf

Vanta

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