Insights
Original research and analysis on the companies, technologies, and forces shaping critical infrastructure.
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The Nuclear Renaissance: Why Hyperscalers Are Going Atomic
Microsoft, Google, and Amazon have all signed landmark nuclear power agreements in the past 18 months. The convergence of AI power demand and carbon commitments is reshaping the energy landscape around dormant and new nuclear assets.
Palantir's AIP Bootcamp: The Fastest GTM Motion in Enterprise Software
Palantir's "bootcamp" model—immersive 5-day AI implementation sessions—has compressed enterprise sales cycles from 18 months to weeks. We examine the mechanics, retention data, and what this means for the competitive landscape.
The $40B Defense Tech Wave: From Anduril to the Public Markets
Defense technology funding has tripled since Russia's invasion of Ukraine. We map the private-to-public pipeline—Anduril, Shield AI, Sarcos, Joby—and assess valuation expectations as these companies mature toward IPO.
All Insights
The Nuclear Renaissance: Why Hyperscalers Are Going Atomic
Microsoft, Google, and Amazon have all signed landmark nuclear power agreements in the past 18 months. The convergence of AI power demand and carbon commitments is reshaping the energy landscape around dormant and new nuclear assets.
Palantir's AIP Bootcamp: The Fastest GTM Motion in Enterprise Software
Palantir's "bootcamp" model—immersive 5-day AI implementation sessions—has compressed enterprise sales cycles from 18 months to weeks. We examine the mechanics, retention data, and what this means for the competitive landscape.
CoreWeave and the Infrastructure Moat: Are GPU Clouds Defensible?
CoreWeave's IPO revealed a business growing 7x year-over-year with Microsoft as its anchor customer. But with AWS, Google, and Azure all expanding GPU capacity, we examine whether hyperspecialization is a durable advantage or a temporary arb.
Rocket Lab's Neutron: Can a Small-Sat Company Win Medium Launch?
Rocket Lab has quietly become one of the most important space infrastructure companies in the world. With Neutron targeting medium-lift in 2026, we assess whether they can challenge SpaceX's dominance in the $10B+ medium launch market.
CrowdStrike One Year After the Outage: Damaged Moat or Buying Opportunity?
The July 2024 software update that took down 8.5 million Windows machines was the most visible IT failure in years. Twelve months later, we examine churn data, net retention, and whether Falcon's platform advantage has survived.
The $40B Defense Tech Wave: From Anduril to the Public Markets
Defense technology funding has tripled since Russia's invasion of Ukraine. We map the private-to-public pipeline—Anduril, Shield AI, Sarcos, Joby—and assess valuation expectations as these companies mature toward IPO.
The Grid as Bottleneck: Why Transmission Is the Rate Limiter for AI
Data center demand is growing faster than transmission infrastructure can handle. We examine the critical path—transformers, interconnection queues, grid operators—and identify the infrastructure companies positioned to benefit.
Zero Trust Market Map 2025: Who Wins as Legacy VPN Finally Dies?
The zero trust market is approaching $60B as enterprise transformation accelerates post-COVID and post-regulation. We map the ZTNA competitive landscape across network, identity, endpoint, and cloud security.