Discover the latest reports and memos

Is the Memory Shortage Intentional?
By Claire Burch
In this piece, we unpack the market action around memory prices, its ripple effects across the consumer and industrial electronics market, and the supply and demand curve that is emerging around AI.

Artificial Influence: The Rise of Advertising in AI
By Claire Burch
As of January 2026, the transition of frontier AI companies from venture-backed "growth at all costs" models to sustainable profit engines remains precarious, with advertising emerging as a double-edged sword rather than a guaranteed life raft.

How GLP-1s Broke Healthcare Distribution
By Sophia Ye, Sachin Maini
The GLP-1 shortage didn’t just reshape obesity treatment; it exposed a parallel healthcare system.

Is the Memory Shortage Intentional?
By Claire Burch
In this piece, we unpack the market action around memory prices, its ripple effects across the consumer and industrial electronics market, and the supply and demand curve that is emerging around AI.

By Parth Parikh, Samad Arastu

By Jennifer Chen

By Peggy Wang, Alexander Zou, Sophia Ye

By Mritika Senthil, Alexander Zou

By Rohan Gupta, Etienne Segal

By William Guo, Alice Ao, Etienne Segal, Christian Okokhere, Michael Kim

By Luke Eckman

By Kiran Sheth, Claire Burch, Alexander Zou

By Vishnu Veeravalli

By Ranjani Sundar, Teo Dimov, Sawsan Haider

By Maxx Yung, Noah Kim, Sawsan Haider

By Alexander Zou

By Siddhant Sehgal, Kyle Harrison

By Arav Nangia

By Susan Lee

By Lane Mahoney, Anisha Kothapa, Justin Hill

By Noah Zender, Sunshine Chen

By Luqman Osman, Dawson Sewell, Mohammad Balasinorwala

By Tyler Lasicki, Krishna Ramamoorthy

By Neilda Gagne
AI / ML
16 Deep Dives · 101 Companies
Fintech
4 Deep Dives · 67 Companies
Cybersecurity
4 Deep Dives · 34 Companies
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