The Evolution of Marketplaces

March 30, 2025

Databricks and the Future of Data

March 23, 2025

On the Lifecycle of Industries

March 15, 2025

The Current State of AI Markets

March 09, 2025

The Future of Foundation Model Business Models

March 02, 2025

OpenAI, Part 3: The (Probabilistic) Future of OpenAI

February 23, 2025

OpenAI, Part 2

February 16, 2025

Q4' 24 Hyperscaler Report: AI Supply & AI Demand

February 09, 2025

OpenAI, Part 1

February 02, 2025

AI as Electricity

January 26, 2025

A Deep Dive on Inference Semiconductors

January 19, 2025

The Unstructured Data Landscape

January 12, 2025

SpaceX: The Story of Space Disruption

January 05, 2025

2024 Annual Letter

December 29, 2024

A Primer on EDA: Software for Semiconductors

December 17, 2024

A Deep Dive on the Power Law

December 08, 2024

Nvidia: Past, Present, and Future

December 01, 2024

The Inference Landscape

November 24, 2024

The AI Semiconductor Landscape

November 10, 2024

Q3 '24 Hyperscaler Update: CapEx Growth Continues

November 03, 2024

Nuclear's AI Opportunity

October 27, 2024

AI Data Centers, Part 2: Energy

October 20, 2024