Discover the latest reports and memos

Restoring American Rare Earth Independence
By Sophia Ye, Claire Burch
The US did not just walk away from control of the rare earth supply chain in the 1980s; It was squeezed out by environmental pressure, undercut by Chinese state subsidies, and ultimately outmaneuvered by a rival that understood what these minerals were really worth.

Privacy & Identity in the Age of AI Memory
By Karina Chen, Claire Burch
Agent memory is rapidly becoming a defining feature of AI systems, fundamentally shifting the nature of system personalization.

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.

Restoring American Rare Earth Independence
By Sophia Ye, Claire Burch
The US did not just walk away from control of the rare earth supply chain in the 1980s; It was squeezed out by environmental pressure, undercut by Chinese state subsidies, and ultimately outmaneuvered by a rival that understood what these minerals were really worth.

By Rick Gaur

By Mike Kelly, Maxx Yung, Alexander Zou

By Matthew Wong, Sachin Maini

By Colin Yuan, Karina Chen

By Michael Kim

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
AI / ML
17 Deep Dives · 101 Companies
Fintech
4 Deep Dives · 67 Companies
Cybersecurity
4 Deep Dives · 34 Companies
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