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The Brief: The AI Factory Era Begins at GTC
The Nvidia-Groq acquisition showcased immediately with the Groq 3 LPU. Rivian spins off a robotics company based on its data library. Google launches…
Mar 20
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Tara Tan
3
1
The Liquid Revolution: Inside the Racks That Can Heat 160 Homes
Next-generation compute racks will drive up the complexity (and opportunity) in data center operations
Mar 18
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Rahul Narula
5
2
We’re Hiring: Fractional Chief of Staff
Please, someone who can work with both humans and agents (and can tell the difference)
Mar 10
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Tara Tan
7
1
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We’re Hiring: Fractional Chief of Staff
Mar 10
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Tara Tan
7
1
Hands Down, the Hardest Problem in Robotics
Mar 4
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Joy Yang
18
2
3
When Intelligence Eats Software
Oct 8, 2025
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Tara Tan
7
2
Why OpenAI has to go full-stack and why Nvidia has to bet big on OpenAI
Sep 25, 2025
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Tara Tan
7
1
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The Rise of the Private Grid
Feb 9
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Tara Tan
5
1
The Strange Research Fellowship
Nov 20, 2025
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Tara Tan
6
1
For founders and investors who act before things look obvious.
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Recent posts
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Hands Down, the Hardest Problem in Robotics
Humanoid robots can walk, run, even do backflips. What they can't do reliably: pick up a screwdriver. The hand is now the gating constraint for the…
Mar 4
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Joy Yang
18
2
3
The Last Red Line
The Pentagon is threatening wartime emergency powers to strip safety features from Claude. This is how Anthropic's safety-first culture became a…
Feb 25
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Tara Tan
5
1
The Rise of AI Co-Scientists
Novel breakthroughs or Integration layers? Early evidence suggests this is where value accrues first.
Feb 18
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Mason Rodriguez Rand
6
2
The Rise of the Private Grid
America’s AI industry is building its own private power plants.
Feb 9
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Tara Tan
5
1
SaaSpocalypse continues
Nearly $300B wiped out in European markets this week. This is an adapt or die moment.
Feb 4
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Tara Tan
5
2
1
OpenClaw and the Dawn of the Multi-Agent Era
IDC predicts 1.3 billion AI agents by 2028. I think that's off by orders of magnitude.
Feb 2
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Tara Tan
3
4
2
The $610B opportunity that's up for grabs
Nvidia makes $170B in data center revenue a year. That leaves a $440B gap. Who fills it?
Jan 29
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Tara Tan
4
🦞 The little lobster that could
A freshly-spawned, open-source agent ecosystem closes in on the last mile of agents
Jan 26
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Tara Tan
6
1
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Is AI reversing a decade of software sprawl?
Enterprises and individuals are consolidating software at a rapid pace. What happens to the unicorns left holding 2021 valuations?
Jan 20
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Tara Tan
2
1
The Killer Feature (That Wins the AI wars?)
Gemini's Personal Intelligence paves the road for Life OS.
Jan 15
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Tara Tan
6
1
Private Credit Is Quietly Underwriting the AI Boom
$200B and counting.
Jan 13
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Tara Tan
3
1
AI Hype Ate the World's Memory
What Happens When AI Outbids Everyone for Chips? Your smartphone costs more.
Jan 12
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Tara Tan
5
1
2
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