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Anthropic's Historic $30 Billion Round
Research Rundown #172, plus updated reports on Mach Industries and Discord
Feb 14
16
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AI Ad Wars, Claude Cowork SaaSpocalypse, Data Centers in Space
Research Rundown #171
Feb 7
7
Announcing Contrary's 2026 Tech Trends Report
Computational intelligence, industrialization, breakthrough biologics, digital interfaces, and more
Feb 5
17
The Circularity of the Muskonomy
Research Rundown #170, plus new memos on Thinking Machines Lab, Astranis, and more.
Jan 31
20
1
Artificial Influence: The Rise of Advertising in AI
Research Rundown #169, plus new memos on Nominal, Varda, and more.
Jan 24
17
1
1
How GLP-1s Broke Healthcare Distribution
Research Rundown #168, plus new memos on Cambrian, Graphite, and more.
Jan 17
7
1
The Case for Specialized AI
Research Rundown #167, plus new memos on Tahoe Therapeutics, Hume AI, and more.
Jan 10
10
1
QXO: A Vertical AI Case Study
Research Rundown #166, plus new memos on Lila Sciences, Docker and more.
Dec 20, 2025
6
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