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The Wrong Question About Robots
Why we invested in Robo
Aug 21
•
Anthony Avedissian
6
Synthefy: Tabular Foundation Models Will Matter More to Enterprises Than LLMs
Beyond Text. Why the Market for "Number Tokens" Will Outgrow LLMs
Aug 18
•
Canonical
4
Ways to Win in Robotics
The market is too big for one winner - enduring companies will either own the workflow or open the stack.
Aug 15
•
Anthony Avedissian
6
The Open-Weight AI Debate
The open-weights fight isn't really about openness. It's about which danger arrives first, and which one founders can build against today.
Aug 1
•
Anthony Avedissian
2
July 2026
Crypto: Usage Up, Price Down
The speculators left and the price fell. The usage they were leaving behind compounded the whole way down.
Jul 24
•
Anthony Avedissian
5
1
Open Source Switched Sides
Open source was the hedge against concentrated power. In 2026 its biggest sponsor is the Chinese state, and value moves accordingly.
Jul 17
•
Canonical
1
The Transistor Was the Easy Part
The next decade in chips will be won on integration, not invention.
Jul 10
•
Anthony Avedissian
2
Why We Read Papers
Why our sourcing runs through the lab, not just the accelerator
Jul 4
•
Canonical
3
The Custom Silicon Wave: Why AI Hardware Just Changed Forever
The era of generalist GPUs is giving way to hyper-specialized custom silicon. Here is what the sudden hardware wave means for tech moats, venture…
Jul 2
•
Canonical
2
June 2026
Power In, Heat Out: An AI Data Center Primer
Why power, not chips, is the real bottleneck. And why AI is both the strain on the buildout and the tool finishing it.
Jun 23
•
Canonical
3
One Model Won't Win
Open models are near-frontier and nearly free. The advantage just moved off the model.
Jun 19
•
Anthony Avedissian
2
AI Wants to Be Open
Every centralized AI dependency now has a decentralized alternative. We mapped 35 of them.
Jun 16
•
Canonical
5
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