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Memo

Memo

Safety and Speed Can Go Together

Oct 9, 2026

•

6 min read

Safety and Speed Can Go Together

Strategy Memo

Memo

How the Fastest-Growing Companies Win Customers

Sep 15, 2026

•

6 min read

How the Fastest-Growing Companies Win Customers

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

Arsala Khan
Bradley Herman
Arsala Khan, +1

Memo

Data Sovereignty Is Becoming a Competitive Requirement

Aug 23, 2026

•

4 min read

Data Sovereignty Is Becoming a Competitive Requirement

Strategy Memo

Arsala Khan
Ben Elliott
Bradley Herman
Arsala Khan, +2

Memo

+1

Tokenmaxxing Is As Ridiculous As It Sounds

Jul 20, 2026

•

3 min read

Tokenmaxxing Is As Ridiculous As It Sounds

Strategy Memo

Hamiz Awan
Hamiz Awan

Memo

Dispersions Don’t Last

Jul 14, 2026

•

3 min read

Dispersions Don’t Last

Research Memo

Hamiz Awan
Hamiz Awan

Memo

Investors Overestimate Their Ability To Time Cyclical Trades

Jul 6, 2026

•

3 min read

Investors Overestimate Their Ability To Time Cyclical Trades

Research Memo

Hamiz Awan
Hamiz Awan

Memo

+3

SpaceXAI IPO Supply Overhang

Jul 1, 2026

•

3 min read

SpaceXAI IPO Supply Overhang

Research Memo

Hamiz Awan
Hamiz Awan

Memo

+1

AI Amplifies Good and Bad Engineering

May 14, 2026

•

5 min read

AI Amplifies Good and Bad Engineering

Strategy Memo

Arsala Khan
Bradley Herman
Hamiz Awan
Arsala Khan, +2

Memo

+1

OpenClaw, NemoClaw, and the Path to Institutional AI

May 14, 2026

•

5 min read

OpenClaw, NemoClaw, and the Path to Institutional AI

Strategy Memo

Arsala Khan
Bradley Herman
Hamiz Awan
Arsala Khan, +2

Memo

+2

The Software Obituary Is Wrong

May 14, 2026

•

6 min read

The Software Obituary Is Wrong

Research Memo

Arsala Khan
Bradley Herman
Hamiz Awan
Arsala Khan, +2
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