How Matic got robots into 10,000 homes

Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes

Aug 31 • Tanay Jaipuria

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The Simulation Stack in Robotics

On physics engines, world models, and the opportunities for startups in simulation

Aug 3 • Tanay Jaipuria

25

July 2026

The Data Pyramid in Robotics

On the data bottleneck in robotics, and the types of data being combined to address it

Jul 27 • Tanay Jaipuria

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Bending Spoons S-1 Breakdown

On buying product-market fit, the shared operating platform, and lessons from their unique approach and model

Jul 22 • Tanay Jaipuria

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June 2026

RL Beyond the Verifiable

RL cracked math and code. The rest of the economy is harder.

Jun 29 • Tanay Jaipuria

19

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Build the Agent or Power the Agent?

On MCP, headless products, and where your value actually lives

Jun 24 • Tanay Jaipuria

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Towards Continual Learning

The quests to make AI agents learn from experience, across weights, context, and harnesses.

Jun 5 • Tanay Jaipuria

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May 2026

Inside the Largest IPO Ever: Breaking Down the SpaceX S-1

Why Starship, Starlink, and xAI belong under the same roof, and where they're headed

May 26 • Tanay Jaipuria

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Unitree's IPO Filing: The State of the Robotics Market

Profitable hardware, the humanoid shift, vertical integration and a $300M bet on the model layer

May 18 • Tanay Jaipuria

19

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Tech Earnings Season Takeaways

What Q1 2026 calls revealed about compute, memory, ads, agents, and the next phase of software.

May 11 • Tanay Jaipuria

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AI Has a Public Perception Problem

How the messaging around AI has gone wrong and how we might fix it

May 4 • Tanay Jaipuria

21

April 2026

To Train or Not to Train

The case for and against post-training for application layer companies

Apr 27 • Tanay Jaipuria

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