Discover the latest reports and memos

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.

Drawing The Geopolitical Boundaries Around AI
By Siddhant Sehgal, Kyle Harrison
In late October 2025, Trump and Xi agreed to a one-year truce on tariffs and rare-earths, but left one issue untouched: US export controls on AI chips.

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.

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

By Shmi Bhan, Matias Sanchez Sarmiento, Etienne Segal

By Avidan Rudansky, Kyle Harrison, Mritika Senthil
AI / ML
14 Deep Dives · 97 Companies
Fintech
4 Deep Dives · 67 Companies
Cybersecurity
4 Deep Dives · 34 Companies
By navigating this website you agree to our privacy policy.