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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3

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

26

1

June 2026

RL Beyond the Verifiable

What it takes to do reinforcement learning in domains you can't easily verify, and the companies trying.

Jun 29 • Tanay Jaipuria

17

2

Build the Agent or Power the Agent?

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

Jun 24 • Tanay Jaipuria

22

5

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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

14

1

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May 2026

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

Understanding the SpaceX business and how Starship, Starlink, and xAI become more connected than they look

May 26 • Tanay Jaipuria

26

1

3

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

1

Tech Earnings Season Takeaways

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

May 11 • Tanay Jaipuria

21

1

2

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

30

1

March 2026

AI Applications and Vertical Integration

The two kinds of "full-stack" AI application companies

Mar 30 • Tanay Jaipuria

21

1

1

Moats in the Age of AI

How the Seven Powers shift in the age of AI

Mar 3 • Tanay Jaipuria

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3