Discover the latest deep dives and memos
Chips for America: 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.
Economics of the AI Build-Out
By Claire Burch
AI is now the US economy’s single largest driver of growth, but it is built on economics that are fundamentally unstable as of 2025.
The State of AI Assistants
By Colin Yuan, Kyle Harrison
Popular culture has envisioned a future where AI assistants become a capable part of everyday life. But despite the dreams of stories like Iron Man’s J.A.R.V.I.S. or Samantha from Her, today’s AI assistants aren’t living up to the hype.
Chips for America: 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 Sawsan Haider
By Sophia Chen
By Aditya Mehta
By Snehanjali Jayanthi
By Kevin Nguyen
By Sriram Chundi
By Michael Tan, Etienne Segal
By Sriram Chundi
By Cory Anderson
By Rohan Gupta, Etienne Segal
By Kiran Sheth, Claire Burch
By Sachin Maini, Daivik Siddhi
By Ollie Martin
By Garrett Maxwell
By Matthew Wong
By Mohammad Balasinorwala, Claire Burch
By Vardan Sawhney
By Elias Agardh
By Andrew Kim
By Matthew Wong
AI / ML
12 Deep Dives · 89 Companies
Fintech
4 Deep Dives · 65 Companies
Cybersecurity
4 Deep Dives · 32 Companies
By navigating this website you agree to our privacy policy.