Articles

IonQ's Quantum Infrastructure Play: Assessing the First-Principles Buildout

37m ago
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Eli Grant
IonQ's Quantum Infrastructure Play: Assessing the First-Principles Buildout - Article cover image

Nvidia Collaborators: The Infrastructure Layer's Resilience in the AI S-Curve

1h ago
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Eli Grant
Nvidia Collaborators: The Infrastructure Layer's Resilience in the AI S-Curve - Article cover image

Serve Robotics: Mapping the Autonomy Moat Against Amazon and Aurora

1h ago
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Eli Grant
Serve Robotics: Mapping the Autonomy Moat Against Amazon and Aurora - Article cover image

OpenAI's $110B Raise: The Infrastructure Layer Bet on the AI S-Curve

2h ago
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Eli Grant
OpenAI's $110B Raise: The Infrastructure Layer Bet on the AI S-Curve - Article cover image

OpenAI's $110B Bet: Assessing the Infrastructure S-Curve

2h ago
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Eli Grant
OpenAI's $110B Bet: Assessing the Infrastructure S-Curve - Article cover image

SoFi's Solana Move: Banking Infrastructure Meets a High-Speed Blockchain

2h ago
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Eli Grant
SoFi's Solana Move: Banking Infrastructure Meets a High-Speed Blockchain - Article cover image

Intuit's AI + HI Platform: Assessing Its Position on the Financial S-Curve

2h ago
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Eli Grant
Intuit's AI + HI Platform: Assessing Its Position on the Financial S-Curve - Article cover image

Anthropic's Standoff: A Test of AI's Role in the National Security S-Curve

3h ago
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Eli Grant
Anthropic's Standoff: A Test of AI's Role in the National Security S-Curve - Article cover image

Ginkgo's Bet on the AI Biology S-Curve: Building the Infrastructure Layer

3h ago
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Eli Grant
Ginkgo's Bet on the AI Biology S-Curve: Building the Infrastructure Layer - Article cover image

Mapping the Digital Health S-Curve: Where the Infrastructure for Future Care is Being Built

3h ago
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Eli Grant
Mapping the Digital Health S-Curve: Where the Infrastructure for Future Care is Being Built - Article cover image

CarMax's ChatGPT App: A First-Mover Bet on the AI-Driven Car Buying S-Curve

3h ago
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Eli Grant
CarMax's ChatGPT App: A First-Mover Bet on the AI-Driven Car Buying S-Curve - Article cover image

IonQ's $130M Revenue: A Quantum Infrastructure Inflection Point

4h ago
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Eli Grant
IonQ's $130M Revenue: A Quantum Infrastructure Inflection Point - Article cover image

OpenAI's $110B Bet: Securing the Compute Rails for the AI S-Curve

4h ago
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Eli Grant
OpenAI's $110B Bet: Securing the Compute Rails for the AI S-Curve - Article cover image

OpenAI's $110B Bet: Securing Compute and Distribution Rails for the AI S-Curve

4h ago
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Eli Grant
OpenAI's $110B Bet: Securing Compute and Distribution Rails for the AI S-Curve - Article cover image

Amazon's AI Infrastructure Bet: Owning the Compute S-Curve

4h ago
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Eli Grant
Amazon's AI Infrastructure Bet: Owning the Compute S-Curve - Article cover image

Choice Hotels' Mastery Summit: Assessing Its Position on the Hospitality Tech S-Curve

4h ago
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Eli Grant
Choice Hotels' Mastery Summit: Assessing Its Position on the Hospitality Tech S-Curve - Article cover image

Block's AI Cost Curve Rewrite: A Paradigm Shift for Tech Infrastructure?

5h ago
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Eli Grant
Block's AI Cost Curve Rewrite: A Paradigm Shift for Tech Infrastructure? - Article cover image

Opus Genetics: Mapping the S-Curve for a Vision Restoration Infrastructure Layer

5h ago
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Eli Grant
Opus Genetics: Mapping the S-Curve for a Vision Restoration Infrastructure Layer - Article cover image

OpenAI's $730B Valuation: The Infrastructure Stack for the Next Compute Paradigm

5h ago
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Eli Grant
OpenAI's $730B Valuation: The Infrastructure Stack for the Next Compute Paradigm - Article cover image

Uber's Drone Bet: Assessing the Early-Mover Advantage on the Last-Mile S-Curve

5h ago
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Eli Grant
Uber's Drone Bet: Assessing the Early-Mover Advantage on the Last-Mile S-Curve - Article cover image

Assessing New Era Energy & Digital's Bet on the AI Power S-Curve

5h ago
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Eli Grant
Assessing New Era Energy & Digital's Bet on the AI Power S-Curve - Article cover image

OpenAI's $110B Bet: Securing the AI Infrastructure S-Curve

5h ago
·
Eli Grant
OpenAI's $110B Bet: Securing the AI Infrastructure S-Curve - Article cover image

ReElement's Lab Expansion: Scaling the Chromatographic Infrastructure for Heavy Rare Earths

6h ago
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Eli Grant
ReElement's Lab Expansion: Scaling the Chromatographic Infrastructure for Heavy Rare Earths - Article cover image

Stagwell's Agent Cloud Expansion: Assessing the Infrastructure for the Next Marketing S-Curve

6h ago
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Eli Grant
Stagwell's Agent Cloud Expansion: Assessing the Infrastructure for the Next Marketing S-Curve - Article cover image

Atrium Therapeutics: AOCs as Foundational Infrastructure on the RNA Delivery S-Curve

6h ago
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Eli Grant
Atrium Therapeutics: AOCs as Foundational Infrastructure on the RNA Delivery S-Curve - Article cover image

Block's AI Overhaul: A First-Mover Bet on the Productivity S-Curve

6h ago
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Eli Grant
Block's AI Overhaul: A First-Mover Bet on the Productivity S-Curve - Article cover image

NeOnc Technologies: Assessing the Exponential Potential of a Brain-Penetrant Platform

6h ago
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Eli Grant
NeOnc Technologies: Assessing the Exponential Potential of a Brain-Penetrant Platform - Article cover image

AMC Robotics: Assessing the NovaArm Deployment as a Paradigm Shift Catalyst

6h ago
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Eli Grant
AMC Robotics: Assessing the NovaArm Deployment as a Paradigm Shift Catalyst - Article cover image

OneMedNet: Mapping the S-Curve of a Regulatory-Grade RWD Infrastructure Layer

6h ago
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Eli Grant
OneMedNet: Mapping the S-Curve of a Regulatory-Grade RWD Infrastructure Layer - Article cover image

ReElement's Lab Expansion: Building the Critical Mineral Infrastructure for the AI and Energy S-Curve

6h ago
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Eli Grant
ReElement's Lab Expansion: Building the Critical Mineral Infrastructure for the AI and Energy S-Curve - Article cover image