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A tiny intro before you land.
The Next AI Winners Won’t Be the Most Complicated Ones
Not the loudest technology. Not necessarily the most technically insane breakthrough. But the products that make AI feel usable, visual, guided, and almost stupidly easy.
TOPIC SELECT
DAILY NEWS
VENTURE TAKES
Gradium: Free Recipe, Paid Kitchen
Gradium just raised $100m to sell a technology it already open-sourced. Is that genius, or a warning sign?
General Fusion SPAC IPO: The Deep Tech Funding Trap Explained
General Fusion is going public via SPAC. Read the press release and it sounds like a milestone. Read the SEC filings and a different picture emerges. This is what the deep tech funding trap actually looks like — and what it signals for the fusion sector.
Etched Comes Out of Stealth Already a Giant
Etched came out of stealth with working racks, a successful A0 tapeout, more than $1bn in customer contracts, $800m raised, and a bold thesis: the next AI bottleneck is frontier inference, not just model training.
SERIES 101
Fusion 101: From Atomic Nuclei to Power Plants
Fusion already works. Fusion power does not — yet. This piece maps the engineering stack, funding landscape, reactor architectures and 68-company ecosystem being built around the gap.
Fusion 101: The Physics of Building a Star
This piece lays out the physics — why fusion produces energy at all, what conditions trigger it, and why sustaining those conditions has taken the better part of a century to get close to right.
SpaceTech 101: How Possible Is It to Put the Cloud in Space?
A beginner-friendly breakdown of orbital data centres: why AI is pushing the cloud toward space, the physics and economics behind the idea, who is building it, and why free sunlight still comes with a brutal invoice.
🎮 MY FAVORITE START-UPS
Each row shows a real funding stage and round size. Drag the name cards into the slot you think matches. Hit SUBMIT to reveal the answers.
- #1≡9FIN
SERIES C$170M - #2≡ISOMORPHIC LABSSERIES B$2.1B
- #3≡SKYE
SERIES B$9M - #4≡RADAR
SERIES B$170M - #5≡JACK & JILLSEED$20M
- #6≡MATTASEED$14M
- #7≡PERCEPTICSEED$12M
- #8≡MORITZ
SEED$9M - #9≡SEAMFLOWSEED$4.5M
- #10≡INXM
PRE-SEED$6.6M
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One pixel-perfect essay every Sunday. No noise, no boss fights.