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Research & Deep Dives
Market, company, and research maps.
Structured notes on industries, companies, papers, reports, and technical shifts worth understanding beyond the daily feed.
15 deep dives
48 research explainers
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Latest Deep Dive
Lakehouse Analytics Platforms: Snowflake Databricks ClickHouse and Open Table Formats — Industry Deep Dive
Lakehouse analytics platforms Executive summary The old warehouse versus lakehouse argument is no longer the most useful way to read the market. The...
Company Deep Dive turbopuffer and the Cost Curve of Search — Company Deep DiveExecutive summary The cleanest way to understand turbopuffer is as a bet on infrastructure economics. The company is not trying
Research Explainer Prompt Tuning Stops Working When the Workflow Is the ProblemFAPO uses Claude Code to optimize multi-step LLM pipelines by inspecting intermediate failures, trying prompt fixes first, and changing the workflow only when evidence points to a structural bottleneck.
Industry Deep Dives
How markets and value chains work.
6 min read
AI Data Center Power and Energy Infrastructure — Industry Deep Dive
7 min read
GPU Cloud and Neoclouds — Industry Deep Dive
7 min read
Agentic Workflow Automation — Industry Deep Dive
6 min read
Finance Operations Infrastructure — Industry Deep Dive
8 min read
AI Observability and Evaluation Infrastructure — Industry Deep Dive
Company Deep Dives
How specific companies create and keep advantage.
Research Explainers
Papers and reports translated into operating implications.
7 min read
Prompt Tuning Stops Working When the Workflow Is the Problem
6 min read
How Much Future Has the Market Already Bought?
8 min read
The Rise of the AI-Native Firm: How Startups Scale Without Large Teams
6 min read
AI 2027 Is a Scenario, Not a Prediction
9 min read
Agent Coding Costs Hide in Review, Not Generation
10 min read