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The Rise of AI Co-Scientists
Novel breakthroughs or Integration layers? Early evidence suggests this is where value accrues first.
Feb 18
•
Mason Rodriguez Rand
6
2
The Rise of the Private Grid
America’s AI industry is building its own private power plants.
Feb 9
•
Tara Tan
4
1
SaaSpocalypse continues
Nearly $300B wiped out in European markets this week. This is an adapt or die moment.
Feb 4
•
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
•
Tara Tan
3
1
1
January 2026
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
•
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
•
Tara Tan
6
1
1
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
•
Tara Tan
2
1
The Killer Feature (That Wins the AI wars?)
Gemini's Personal Intelligence paves the road for Life OS.
Jan 15
•
Tara Tan
6
1
Private Credit Is Quietly Underwriting the AI Boom
$200B and counting.
Jan 13
•
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
•
Tara Tan
5
2
2
General medicine is being massively disrupted
What happens to the economics of the healthcare industry when routine care is delegated to AI?
Jan 7
•
Tara Tan
2
1
The year of inference engineering?
A new MIT paper outlines an approach to beat context rot.
Jan 6
•
Tara Tan
6
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