Archive - Contrary Research

May 2025

Contrary Research Rundown #138

Unpacking the AI jobs apocalypse, plus new memos on Modal, Synthesia, and more

May 31

Contrary Research Rundown #137

Why can't America build anymore? Plus new memos on Perplexity, Cognition, and more

May 24

Contrary Research Rundown #136

Our new deep dive on the birth of the decentralized energy grid, plus new memos on Klarna, HeyGen, and more

May 17

Contrary Research Rundown #135

Solving America's shipbuilding crisis, plus new memos on Flexport, Zipline, and more

May 10

Contrary Research Rundown #134

The crisis in drug development finds a solution in space-manufacturing, plus new memos on Windsurf, Formation Bio, and more

May 3

April 2025

Contrary Research Rundown #133

The Science Behind Second Chances After Extinction, plus new memos on Stytch and more

Apr 26

Contrary Research Rundown #132

Building in the physical world is going to require a new capital stack; plus new memos on Rippling, Writer, and more

Apr 19

Contrary Research Rundown #131

Autonomous Ridesharing: Waymo, Uber, and the trillion-dollar mobility opportunity, plus new memos on Mercury, Orca Security, and more

Apr 12

Contrary Research Rundown #130

Is the US tech IPO revival over before it even began? Plus new memos on Shield AI, Solugen, and more

Apr 5

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