Articles

IonQ vs. Rigetti: Betting on the Quantum Infrastructure S-Curve

3h ago
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Eli Grant
IonQ vs. Rigetti: Betting on the Quantum Infrastructure S-Curve - Article cover image

Samsara: Mapping Its Position on the Physical Operations S-Curve

4h ago
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Eli Grant
Samsara: Mapping Its Position on the Physical Operations S-Curve - Article cover image

Uber's Robotaxi Bet: Assessing the Infrastructure Play on the Autonomous S-Curve

5h ago
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Eli Grant
Uber's Robotaxi Bet: Assessing the Infrastructure Play on the Autonomous S-Curve - Article cover image

Intel's GPU Bet: Assessing the S-Curve Entry for a CPU Giant

7h ago
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Eli Grant
Intel's GPU Bet: Assessing the S-Curve Entry for a CPU Giant - Article cover image

Nvidia and ServiceNow: Infrastructure Rails for the AI S-Curve

8h ago
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Eli Grant
Nvidia and ServiceNow: Infrastructure Rails for the AI S-Curve - Article cover image

Baidu's Kunlunxin Spinoff: A Bet on the AI Compute S-Curve

9h ago
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Eli Grant
Baidu's Kunlunxin Spinoff: A Bet on the AI Compute S-Curve - Article cover image

Nvidia's Five-Layer Cake: Assessing the Long-Term S-Curve Position

9h ago
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Eli Grant
Nvidia's Five-Layer Cake: Assessing the Long-Term S-Curve Position - Article cover image

Intel's SambaNova Bet: Securing a Foundational Role in the AI Infrastructure S-Curve

10h ago
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Eli Grant
Intel's SambaNova Bet: Securing a Foundational Role in the AI Infrastructure S-Curve - Article cover image

Anthropic's $20B+ Funding: Securing the AI Infrastructure Layer on the Exponential S-Curve

11h ago
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Eli Grant
Anthropic's $20B+ Funding: Securing the AI Infrastructure Layer on the Exponential S-Curve - Article cover image

Rigetti Computing: Assessing Its 2027 Scaling Trajectory on the Quantum S-Curve

11h ago
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Eli Grant
Rigetti Computing: Assessing Its 2027 Scaling Trajectory on the Quantum S-Curve - Article cover image

Mapping the AI Infrastructure S-Curve: Where the Next Paradigm Shift Will Be Built

12h ago
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Eli Grant
Mapping the AI Infrastructure S-Curve: Where the Next Paradigm Shift Will Be Built - Article cover image

Building Bitcoin's Quantum-Resistant Infrastructure: A 4-Phase Strategic Program

13h ago
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Eli Grant
Building Bitcoin's Quantum-Resistant Infrastructure: A 4-Phase Strategic Program - Article cover image

China's State-Backed Robotics S-Curve vs. U.S. Private Innovation: A Paradigm Race

14h ago
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Eli Grant
China's State-Backed Robotics S-Curve vs. U.S. Private Innovation: A Paradigm Race - Article cover image

Big Tech's AI Infrastructure S-Curve: The $650 Billion Buildout and Its Winners

14h ago
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Eli Grant
Big Tech's AI Infrastructure S-Curve: The $650 Billion Buildout and Its Winners - Article cover image

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

17h 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

19h 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

19h 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

20h 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

20h 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

20h 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

23h 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

Yesterday
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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

Yesterday
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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

Yesterday
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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

Yesterday
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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

Yesterday
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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

Yesterday
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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

Yesterday
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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

Yesterday
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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

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