Discover the latest deep dives and memos
Intel and the Rise of US Tech Nationalization
By Sawsan Haider, Kyle Harrison
In August 2025, the US government took an unprecedented step: a $8.9 billion purchase of a 10% stake in Intel.
The State of the US-China Biotech Race
By Michael Kim, Kyle Harrison
While the US has historically written the rules of modern biotech while dominating the space, it now faces a new competitor with the resources and strategic vision to challenge its supremacy: China.
The Vertical AI Playbook
By Kyle Harrison, Etienne Segal
The enterprise AI initiative winners won’t simply build copilots; they’ll redesign workflows, rethink structures, and in some cases, take ownership of the service layer where value is created.
Intel and the Rise of US Tech Nationalization
By Sawsan Haider, Kyle Harrison
In August 2025, the US government took an unprecedented step: a $8.9 billion purchase of a 10% stake in Intel.
By William Guo, Alice Ao, Etienne Segal, Christian Okokhere
By Siddhant Sehgal
By Allen Shen
By Krishna Ramamoorthy, Ranjani Sundar
By Maxx Yung
By Etienne Segal
By David Burton, Sachin Maini
By Amy Jiang, Sawsan Haider
By Nitya Ayyagari, Ranjani Sundar
By Maureen Zhang
By Mritika Senthil
By Christian Okokhere
By Michael Fu
By Soham Bafana
By Sunshine Chen
By Harsehaj Dhami
By Sawsan Haider
By Sophia Chen
By Aditya Mehta
By Snehanjali Jayanthi
AI / ML
13 Deep Dives · 95 Companies
Fintech
4 Deep Dives · 67 Companies
Cybersecurity
4 Deep Dives · 33 Companies
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