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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.

An Internet Built for AI

By Maya Lekhi, Kyle Harrison

We are undergoing a transition from an open knowledge commons to a privatized, AI-intermediated information ecosystem.

Creator Economy

Data Infrastructure

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).

Sesame AI

By Colin Yuan, Benedict Neo

Harvey

By Garrett Maxwell

N26

By Samarth Shridhar

Cato Networks

By Samad Arastu

Trade Republic

By Miu Kumakura

Overland AI

By Jasmine Wu

Inworld AI

By Akhilesh Nevatia

Clay

By Allen Shen, Charles Rubenfeld

Sales & Marketing

The Farmer's Dog

By Claire Burch

GlossGenius

By Aayush Bhatt, Charles Rubenfeld

Health & Wellness

Tanium

By Jiya Gupta

Owner

By Charles Rubenfeld

Vertical Market SaaS

Waymo

By Claire Burch

Autonomous Driving

ShipBob

By Charles Miele

Saildrone

By Jasmine Wu

Krea

By Ran Jiang

Mux

By Blanca Zhang

Data Infrastructure

ThoughtSpot

By Andrew Kim

Osmo

By Ollie Martin

Workato

By Ran Jiang

Data Infrastructure

Sesame AI

By Colin Yuan, Benedict Neo

Harvey

By Garrett Maxwell

N26

By Samarth Shridhar

Cato Networks

By Samad Arastu

AI / ML

9 Deep Dives · 85 Companies

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

Sesame AI

OpenAI

Jasper

Sales & Marketing

Overland AI

Anthropic

Perplexity

Mistral AI

Harvey

Clay

Sales & Marketing

Inworld AI

Shield AI

Applied Intuition

Autonomous Driving

AMP Robotics

Workato

Data Infrastructure

Anysphere

Cloud Computing

ThoughtSpot

Osmo

Krea

Magical

Midjourney

Synthesia

Poolside

Writer

Bolt

Windsurf

Scale AI

OneTrust

Lovable

Figure

Lumafield

Skild AI

Formation Bio

Cognition

Helsing

HeyGen

Consumer Social

Modal

Vise

Bowery Farming

Agriculture Tech

Character.AI

Consumer Social

Abridge

Moveworks

Crusoe

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

Tecton

Together AI

Cloud Computing

Otter

Vannevar Labs

Hebbia

AlphaSense

Neuralink

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

Anduril Industries

Dialpad

Fintech

4 Deep Dives · 62 Companies

Deep dive

The State of BNPL

Deep dive

The Great Bank Unbundling

Deep dive

Living Landscape: Fintech Infrastructure

Deep dive

The Crypto Creed

N26

Ramp

Finance Software

Razorpay

Revolut

Monzo

Chime

Klarna

Trade Republic

Alloy

Mercury

Titan

Found

eToro

Vise

EarnIn

Airwallex

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

Kraken

Stripe

Long-Term Stock Exchange

Addepar

PhonePe

Groww

Kalshi

Rapyd

DailyPay

GoCardless

Public

Greenlight

Checkout.com

Neo Financial

Flutterwave

Papaya Global

Goldfinch

Deel

Divvy Homes

Cybersecurity

4 Deep Dives · 30 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

Cato Networks

Tanium

OneTrust

Orca Security

Cloud Computing

Stytch

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

Netskope

Resourcely

Cloud Computing

Snyk

Cybereason

Verkada

Abnormal Security

Fireblocks

Flock Safety

Arctic Wolf

Vanta

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