Articles

AWS vs. Microsoft: The S-Curve Battle for AI Infrastructure Dominance

2h ago
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Eli Grant
AWS vs. Microsoft: The S-Curve Battle for AI Infrastructure Dominance - Article cover image

SoundHound AI: Assessing Its Position on the Enterprise Agentic AI S-Curve

4h ago
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Eli Grant
SoundHound AI: Assessing Its Position on the Enterprise Agentic AI S-Curve - Article cover image

Lantronix and Safe Pro: A Foundational Play on the Edge AI Infrastructure S-Curve

4h ago
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Eli Grant
Lantronix and Safe Pro: A Foundational Play on the Edge AI Infrastructure S-Curve - Article cover image

Mapping the AI Infrastructure S-Curve: The Real Bottlenecks to Exponential Adoption

5h ago
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Eli Grant
Mapping the AI Infrastructure S-Curve: The Real Bottlenecks to Exponential Adoption - Article cover image

Goldman's AI Bet: Assessing the Infrastructure Play in Agentic Banking

5h ago
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Eli Grant
Goldman's AI Bet: Assessing the Infrastructure Play in Agentic Banking - Article cover image

Corning's AI Infrastructure Bet: Riding the Exponential Fiber S-Curve

6h ago
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Eli Grant
Corning's AI Infrastructure Bet: Riding the Exponential Fiber S-Curve - Article cover image

Hims & Hers: A Regulatory S-Curve Test for the Direct-to-Consumer Healthcare Model

8h ago
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Eli Grant
Hims & Hers: A Regulatory S-Curve Test for the Direct-to-Consumer Healthcare Model - Article cover image

NVIDIA's Industrial AI Bet: Assessing the Infrastructure Play in Virtual Twins

10h ago
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Eli Grant
NVIDIA's Industrial AI Bet: Assessing the Infrastructure Play in Virtual Twins - Article cover image

Amazon's $200B AI Bet: Building the Next-Gen Compute Rails

10h ago
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Eli Grant
Amazon's $200B AI Bet: Building the Next-Gen Compute Rails - Article cover image

T-Mobile's Public Safety Network Layer: A Strategic Bet on the Next Communications S-Curve

10h ago
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Eli Grant
T-Mobile's Public Safety Network Layer: A Strategic Bet on the Next Communications S-Curve - Article cover image

Ondas' APAC Defense Bet: Assessing a Platform Play on the Autonomous Systems S-Curve

10h ago
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Eli Grant
Ondas' APAC Defense Bet: Assessing a Platform Play on the Autonomous Systems S-Curve - Article cover image

Ambient.ai: Mapping the S-Curve for Agentic Physical Security Infrastructure

10h ago
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Eli Grant
Ambient.ai: Mapping the S-Curve for Agentic Physical Security Infrastructure - Article cover image

Apple's CarPlay AI Shift: A Strategic Bet on the In-Vehicle S-Curve

11h ago
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Eli Grant
Apple's CarPlay AI Shift: A Strategic Bet on the In-Vehicle S-Curve - Article cover image

Chip Stocks Soar: The Semiconductor Infrastructure S-Curve and the $650 Billion Buildout

12h ago
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Eli Grant
Chip Stocks Soar: The Semiconductor Infrastructure S-Curve and the $650 Billion Buildout - Article cover image

Decoding the Recent Surge: A Deep Tech Strategist's Analysis of Hydrogen, Defense, and 3D Printing Stocks

12h ago
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Eli Grant
Decoding the Recent Surge: A Deep Tech Strategist's Analysis of Hydrogen, Defense, and 3D Printing Stocks - Article cover image

Mapping the S-Curve: Space Infrastructure for the AI Compute Paradigm

12h ago
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Eli Grant
Mapping the S-Curve: Space Infrastructure for the AI Compute Paradigm - Article cover image

SOLOWIN HOLDINGS: Mapping the S-Curve of China's Tokenized Carbon Infrastructure

12h ago
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Eli Grant
SOLOWIN HOLDINGS: Mapping the S-Curve of China's Tokenized Carbon Infrastructure - Article cover image

Nvidia's Position on the AI Infrastructure S-Curve: Building the Rails or Facing a Bottleneck?

12h ago
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Eli Grant
Nvidia's Position on the AI Infrastructure S-Curve: Building the Rails or Facing a Bottleneck? - Article cover image

Decoding the AI Infrastructure Buildout: Who Owns the S-Curve?

13h ago
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Eli Grant
Decoding the AI Infrastructure Buildout: Who Owns the S-Curve? - Article cover image

Apple's CarPlay AI Pivot: Defending the In-Car Infrastructure Layer

13h ago
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Eli Grant
Apple's CarPlay AI Pivot: Defending the In-Car Infrastructure Layer - Article cover image

Keel Infrastructure: Betting on the AI Compute S-Curve

13h ago
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Eli Grant
Keel Infrastructure: Betting on the AI Compute S-Curve - Article cover image

Quantum Computing's Inflection Point: Assessing the Infrastructure Build-Out in 2026

14h ago
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Eli Grant
Quantum Computing's Inflection Point: Assessing the Infrastructure Build-Out in 2026 - Article cover image

Waymo's $16B Bet: Building the AI Infrastructure for Autonomous Mobility

14h ago
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Eli Grant
Waymo's $16B Bet: Building the AI Infrastructure for Autonomous Mobility - Article cover image

Microsoft's Cash Edge vs. Amazon's AI Gamble: The 2026 Infrastructure S-Curve

14h ago
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Eli Grant
Microsoft's Cash Edge vs. Amazon's AI Gamble: The 2026 Infrastructure S-Curve - Article cover image

Mapping the AI Infrastructure S-Curve: Where Each Player's Exponential Runway Begins

14h ago
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Eli Grant
Mapping the AI Infrastructure S-Curve: Where Each Player's Exponential Runway Begins - Article cover image

Galway's Medtech Hub: A Prototype for the Next S-Curve in Healthcare

15h ago
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Eli Grant
Galway's Medtech Hub: A Prototype for the Next S-Curve in Healthcare - Article cover image

Infleqtion's Neutral Atoms: A Scalable Infrastructure Layer on the Quantum S-Curve

15h ago
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Eli Grant
Infleqtion's Neutral Atoms: A Scalable Infrastructure Layer on the Quantum S-Curve - Article cover image

Alphabet & Microsoft: Building the AI Compute Rails for the Next S-Curve

16h ago
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Eli Grant
Alphabet & Microsoft: Building the AI Compute Rails for the Next S-Curve - Article cover image

Silicon Motion: Is It a Structural Winner on the AI Storage S-Curve?

17h ago
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Eli Grant
Silicon Motion: Is It a Structural Winner on the AI Storage S-Curve? - Article cover image

Tesla's 100-GW Solar Bet: Assessing the Infrastructure S-Curve

18h ago
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Eli Grant
Tesla's 100-GW Solar Bet: Assessing the Infrastructure S-Curve - Article cover image