Discover the latest reports and memos

QXO: A Vertical AI Case Study
By Etienne Segal, Kyle Harrison
This follow-up piece to our Vertical AI Playbook unpacks a specific case study to illustrate how AI is being woven into existing operations by acquiring the underlying operators.

The Age of Composable Software
By Branick Weix, Kyle Harrison
While predictions about the death of software are everywhere, we believe they are greatly exaggerated.

China’s Journey to EV Dominance
By Sunshine Chen, Claire Burch
In March 2025, Chinese electric car company BYD, which stands for “Build Your Dreams”, overtook Tesla as the world’s largest seller of electric vehicles.

QXO: A Vertical AI Case Study
By Etienne Segal, Kyle Harrison
This follow-up piece to our Vertical AI Playbook unpacks a specific case study to illustrate how AI is being woven into existing operations by acquiring the underlying operators.

By Justin Hill

By Arav Nangia

By Maya Lekhi, Kevin Nguyen

By Sophia Ye

By Karina Chen

By Luke Eckman

By Cory Anderson, Mohammad Balasinorwala

By Mritika Senthil, Alexander Zou

By Kyle Harrison, Jiayan Luo, Alexander Zou, Colin Yuan

By Viktor Szafraniec, Kiran Sheth

By Sam Forman, Claire Burch

By Alexander Zou, Siddhant Sehgal, Ranjani Sundar

By Marcus Chua

By Khushi Mittal, Cory Anderson

By Megan Kao, Peggy Wang, Sawsan Haider

By Cory Anderson, Viktor Szafraniec, Timothy Jan

By Michael Kim

By Samad Arastu, Ranjani Sundar

By Maya Lekhi

By Timothy Jan, Maxx Yung
AI / ML
15 Deep Dives · 98 Companies
Fintech
4 Deep Dives · 67 Companies
Cybersecurity
4 Deep Dives · 34 Companies
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