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Deep Dive: SpaceX

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Deep Dive: SpaceX

SpaceX lowered the cost of reaching orbit by 20x, then used that advantage to build Starlink. The next question is whether the same route can unlock something even larger: broadband, AI compute, & ...

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Jun 11, 2026

Deep Dive: A Primer On The Agentic AI Economy

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Deep Dive: A Primer On The Agentic AI Economy

AI now generates 75% of Google’s new code. Daily Claude Code commits on GitHub surpassed 134,000 in early 2026. What makes this structural rather than a passing phase? These are the...

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May 12, 2026

Deep Dive: Where Value Accrues in the AI Stack

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Deep Dive: Where Value Accrues in the AI Stack

How should we think about AI in 2026? The stack we drew has six layers, from the bottom up: infrastructure, chips, data, models, execution, and application. Each layer has its own fulcrum...

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May 1, 2026

Deep Dive: Why Are Billions Going Into Critical Minerals?

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Deep Dive: Why Are Billions Going Into Critical Minerals?

We are still completely underestimating how short we are in terms of the global demand and supply dynamics of a handful of critical minerals that we need...

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Apr 15, 2026