Research & Deep Dives
Structured industry and company maps: value chains, control points, incumbents, constraints, risks, and what to watch next.
Open Research & Deep DivesCheaper code generation shifts the bottleneck from writing diffs to proving they are safe and deployable. This deep dive maps the post-diff stack across delivery pipelines, security, software supply chains, observability, incidents, and AI-assisted remediation.
Software teams lose critical context between customer evidence, product judgment, and engineering execution. This deep dive maps the emerging work graph connecting feedback, roadmaps, issues, ownership, repositories, releases, and agent tasks so humans and AI can act with the full story.
AI can increasingly take an app from intent to deployed code, but ownership begins after generation. This deep dive maps consumer and professional coding tools, their economics, and the durable layers around context, execution, verification, deployment, maintenance, and governance.
Private access is fragmenting across people, devices, workloads, CI jobs, vendors, and agents. This deep dive maps the identity-aware connectivity layer replacing broad VPN tunnels with narrow policy, continuous evaluation, and an auditable graph of who can reach each resource.
Frontier AI increasingly depends on scarce human judgment rather than generic annotation labor. This deep dive maps the supply chain for task design, expert routing, rubrics, review, leakage control, and accepted post-training data, including how neutrality shapes vendor advantage.
Production AI fails when retrieval returns stale, irrelevant, or unauthorized context. This deep dive maps the memory layer beyond vector databases, covering ingestion, parsing, hybrid search, reranking, permissions, deletion, observability, and evaluation as incumbents absorb retrieval features.
turbopuffer is a bet on infrastructure economics: object storage can reshape the cost curve of search when latency and architecture are designed around it. This company deep dive examines the product, technical tradeoffs, market position, and sources of advantage.