Sizing the market for AI Compute
Build & Buy in One Governed Stack
The Fleet Electrification Experiment Playing Out in Real Time
AI's Role in Construction
From “Sounds Human” to “Thinks Human”
or one company’s strategic gambit? Our view on circular transactions
Insights from our Research Desk
From OpenAI to open source AI: how it unbundles the AI stack
A shift to systems of intelligence
Part V: The New Mandate: A Research-Led Approach for a Rational Market
Part IV: The Durable Moat: An AI Founder's Playbook for Winning
Part III: The Filtration: Why a Rational Market Is a Founder's Greatest Opportunity
