Memos

Memo

Oct 9, 2026

Safety and Speed Can Go Together

Strategy Memo

How the Fastest-Growing Companies Win Customers

Memo

Sep 15, 2026

How the Fastest-Growing Companies Win Customers

Inside the new discipline connecting customer data, AI, content, and sales.

Arsala Khan, +1

Data Sovereignty Is Becoming a Competitive Requirement

Memo

Aug 23, 2026

Data Sovereignty Is Becoming a Competitive Requirement

Strategy Memo

Arsala Khan, +2

Tokenmaxxing Is As Ridiculous As It Sounds

Memo

Jul 20, 2026

Tokenmaxxing Is As Ridiculous As It Sounds

Strategy Memo

Hamiz Awan

Memo

Jul 14, 2026

Dispersions Don’t Last

Research Memo

Hamiz Awan

Investors Overestimate Their Ability To Time Cyclical Trades

Memo

Jul 6, 2026

Investors Overestimate Their Ability To Time Cyclical Trades

Research Memo

Hamiz Awan

Memo

Jul 1, 2026

SpaceXAI IPO Supply Overhang

Research Memo

Hamiz Awan

Memo

May 14, 2026

AI Amplifies Good and Bad Engineering

Strategy Memo

Arsala Khan, +2

OpenClaw, NemoClaw, and the Path to Institutional AI

Memo

May 14, 2026

OpenClaw, NemoClaw, and the Path to Institutional AI

Strategy Memo

Arsala Khan, +2

Memos

Safety and Speed Can Go Together

How the Fastest-Growing Companies Win Customers

Data Sovereignty Is Becoming a Competitive Requirement

Tokenmaxxing Is As Ridiculous As It Sounds

Dispersions Don’t Last

Investors Overestimate Their Ability To Time Cyclical Trades

SpaceXAI IPO Supply Overhang

AI Amplifies Good and Bad Engineering

OpenClaw, NemoClaw, and the Path to Institutional AI

Backing and building the companies of tomorrow.

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