Every week
Deep Dives
Original analysis and reporting on first-party URLs. A few times a week — quality over volume.
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- tech
Why inference pricing is the real AI platform war
Model launches get the headlines. Unit economics of serving tokens will decide who owns the stack.
- startup
Seed-stage math in a high-rate hangover
Checks are smaller, diligence is slower, and ‘AI’ alone no longer clears the bar. Here is the pattern underneath the fundraising headlines.