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Debating The Open Internet: Cloudflare vs. Perplexity
Research Rundown #148, plus new memos on Bubble, Filevine, and more.
Aug 16
15
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Debating The Open Internet: Cloudflare vs. Perplexity
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Building an American TSMC
Research Rundown #147, plus new memos on Quora, Mixpanel, and more.
Aug 9
24
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Building an American TSMC
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The Rise of The Designer Class
Research Rundown #146, plus new memos on Imprint, Aven, and more.
Aug 2
18
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The Rise of The Designer Class
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July 2025
The State of BNPL
Research Rundown #145, plus new memos on Harvey, N26, and more.
Jul 26
10
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The State of BNPL
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AI Progress: The Battlefield of Cold War 2.0
Research Rundown #144, plus new memos on Overland AI, Trade Republic, and more.
Jul 19
20
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AI Progress: The Battlefield of Cold War 2.0
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AI Makes Opinionated Software More Important Than Ever
Research Rundown #143, plus new memos on Inworld AI, Clay, and more.
Jul 12
18
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AI Makes Opinionated Software More Important Than Ever
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2
June 2025
Contrary Research Rundown #142
An internet built for AI, plus new memos on Waymo, Saildrone, and more.
Jun 28
20
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Contrary Research Rundown #142
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Contrary Research Rundown #141
Making the case for cautious optimism on AI in the classroom, plus new memos on Mux, Krea, and more
Jun 21
21
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Contrary Research Rundown #141
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Contrary Research Rundown #140
Tesla, Waymo, and the great sensor debate, plus new memos on Osmo, Workato, and more
Jun 14
15
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Contrary Research Rundown #140
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Contrary Research Rundown #139
Agents, agents, everywhere, plus new memos on Lovable, Firefly Aerospace, and more
Jun 7
7
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Contrary Research Rundown #139
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1
May 2025
Contrary Research Rundown #138
Unpacking the AI jobs apocalypse, plus new memos on Modal, Synthesia, and more
May 31
6
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Contrary Research Rundown #138
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Contrary Research Rundown #137
Why can't America build anymore? Plus new memos on Perplexity, Cognition, and more
May 24
12
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Contrary Research Rundown #137
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4
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