Topic
Deep Tech
3 pieces
Research Jun 2025
The AI Endurance Test: Why Task Half-Life Is a Strategic Imperative
AI systems demonstrating brilliant capability on specific tasks remain brittle when run continuously. Recent empirical work proposes a useful framework for the pattern — and a clearer view of which AI companies become structurally defensible.
Research Mar 2023
What the US Civil Space Industrial Base Study Reveals
The Department of Commerce's joint study of the civil space industrial base — with NASA and NOAA — is a signal worth reading. The fact that the study is being conducted at all is more useful than any specific finding will be.
Research Aug 2022
What Compounds in Climate
The Inflation Reduction Act, the European energy crisis, and a year of climate extremes converge into a different investment case for climate technology — one that no longer needs the environmental argument to clear capital diligence.