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Scaling Laws, Hybrid Bonding, Power Semis, TPUs in Space, Alibaba
Key finds from this week
Sep 26
•
Tech Fund
20
2
2
SpaceX as Nvidia’s Dominant Customer, Broadcom’s Sandbagging, Credo vs Marvell in Scale Up, SpaceX vs ASTS
SpaceX as Nvidia’s Dominant Customer
Sep 19
•
Tech Fund
25
5
2
Open vs Closed Models, Snowflake, Robotaxis
This week’s finds
Sep 13
•
Tech Fund
40
3
3
Robotics & Semis
Sergey Levine is a pioneer at the intersection of robotics, reinforcement learning, and machine learning.
Sep 6
•
Tech Fund
40
2
2
August 2026
Nvidia & Circular Financing, AI Outlook, and Physical AI
Goldman recently went on an AI field trip to Silicon Valley and came away with the following conclusions:
Aug 29
•
Tech Fund
38
1
3
Broadcom, ASICs, And More AI Winners
This week’s finds
Aug 22
•
Tech Fund
48
2
3
AI Shortages, Memory Outlook, The Iran Gordian Knot
Deep Dive
Aug 16
•
Tech Fund
39
4
1
Optics vs DRAM, AI Benchmaxing, Stock Picks
This week's finds
Aug 9
•
Tech Fund
33
Agentic & Physical AI Winners
A tour of this week's finds
Aug 3
•
Tech Fund
28
July 2026
The EDA Crash & The Massive AI Opportunity
CDNS, SNPS
Jul 27
•
Tech Fund
37
2
4
TSMC's Tech Roadmap, Outlook, and the Semis Sell-Off
Deep Dive
Jul 19
•
Tech Fund
42
3
Silex Microsystems: The MEMS Foundry Behind Google's Optical Switches
Deep Dive
Jul 7
•
Tech Fund
28
3
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