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The tesseract of optical networking. And how startups can win inside it.Jul 7, 2026

Europe, it’s time to build Jan 21, 2026

The Future of Open Models Nov 5, 2025

The Agentic Enterprise Jul 27, 2025

Building in Robotics? Here is the Ultimate List of VCs Investing in Robotics and Physical AI Apr 30, 2025

Humanoids, VLAs, and the Race to Build Robots That Can Do Anything Mar 20, 2025

A Venture Approach to Software Development Feb 6, 2025

The Case for Deregulating US Electricity Markets Dec 6, 2024

Batteries Will Reshape the Grid 150 Years After Its Invention Nov 8, 2024

$400B of Tesla’s market cap is riding on L4 Oct 20, 2024

Silicon Valley's Race for Energy: 6 predictions Sep 16, 2024

Tesla, Waymo and the Self-Driving Chasm - What's next in autonomy July 27, 2024

Post Product-Market Fit Mortality July 5, 2024

Using Wright’s Law to predict climate winners June 23, 2024

Pricing carbon (Part 3) - Macro cycles, interest rates and fossil fuel prices June 16, 2024

Pricing carbon (Part 2) - Build vs buy and the role of new technologies June 6, 2024

Pricing carbon (Part 1) - Policy driven supply May 29, 2024

Welcome to the Carbon Economy (Launch post)May 23, 2024

US vs Europe - Comparing Two Startup Ecosystems Jan 24, 2024

A New Age of German startups Jan 2, 2024

Strategy in a Box for Startups Nov 16, 2023