Discover the latest reports and memos

Artificial Influence: The Rise of Advertising in AI
By Claire Burch
As of January 2026, the transition of frontier AI companies from venture-backed "growth at all costs" models to sustainable profit engines remains precarious, with advertising emerging as a double-edged sword rather than a guaranteed life raft.

How GLP-1s Broke Healthcare Distribution
By Sophia Ye, Sachin Maini
The GLP-1 shortage didn’t just reshape obesity treatment; it exposed a parallel healthcare system.

The Case for Specialized AI
By Karina Chen, Claire Burch
What is driving failure to retain enterprise users, and what is the solution?

Artificial Influence: The Rise of Advertising in AI
By Claire Burch
As of January 2026, the transition of frontier AI companies from venture-backed "growth at all costs" models to sustainable profit engines remains precarious, with advertising emerging as a double-edged sword rather than a guaranteed life raft.

By Ranjani Sundar, Teo Dimov, Sawsan Haider

By Maxx Yung, Noah Kim, Sawsan Haider

By Alexander Zou

By Siddhant Sehgal, Kyle Harrison

By Arav Nangia

By Susan Lee

By Lane Mahoney, Anisha Kothapa, Justin Hill

By Noah Zender, Sunshine Chen

By Luqman Osman, Dawson Sewell, Mohammad Balasinorwala

By Tyler Lasicki, Krishna Ramamoorthy

By Neilda Gagne

By Luqman Osman, Samad Arastu

By Keerthikan Thirukkumar

By Karina Chen

By Justin Hill

By Arav Nangia

By Maya Lekhi, Kevin Nguyen

By Sophia Ye

By Karina Chen

By Luke Eckman
AI / ML
17 Deep Dives · 99 Companies
Fintech
4 Deep Dives · 67 Companies
Cybersecurity
4 Deep Dives · 34 Companies
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