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Deep Dives

Deep analysis on the most promising AI agent startups

Deep Dives

K-Scale: The Team That Tried to Beat Tesla

Dec 18, 2025

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22 min read

K-Scale: The Team That Tried to Beat Tesla

Lessons on the fragile economics of open-source humanoid robots

Ravi P
Teng Yan
Ravi P, +1

Deep Dives

TinyFish: AI to Read the Unreadable Web

Nov 6, 2025

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33 min read

TinyFish: AI to Read the Unreadable Web

How TinyFish turns the internet’s messiest pages into the world’s most valuable database

Teng Yan
Ravi P
Teng Yan, +1

Deep Dives

Decart: Generating Worlds

Oct 1, 2025

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34 min read

Decart: Generating Worlds

By solving the crippling cost of real-time simulation, two Israeli intelligence veterans built a $3.1 billion company to generate infinite realities.

Teng Yan
Ravi P
Teng Yan, +1

Deep Dives

The Watt Moment: Manus AI and the Rise of General-Purpose Agents

Sep 11, 2025

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31 min read

The Watt Moment: Manus AI and the Rise of General-Purpose Agents

Manus gave AI hands and built the first AI worker that actually...works hard.

Teng Yan
0xAce
Teng Yan, +1

Deep Dives

Sierra's Agentic Enterprise

Aug 27, 2025

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33 min read

Sierra's Agentic Enterprise

The Unexpected Delight of Being Understood by a Machine

Ravi P
Teng Yan
Ravi P, +1

Chain of Thought

Decoding The Machine Economy

Independent research on the convergence of AI Agents, Robotics, and Crypto

We provide the signal for the next technological supercycle

We provide the signal for the next technological supercycle.