
Insights
weekly articles about startups
Cleantech isn’t dead: Sell the Tech, Not the Clean
The irony is clear: for cleantech to succeed, it must create exceptional systems that deliver sustainable human benefits through advanced technology while de-emphasizing environmental messaging.
3 reasons why the market is overreacting to DeepSeek R1
The market's reaction to R1 reflects a fundamental misunderstanding of AI's competitive landscape. While Chinese innovation deserves a lot of attention, one thing is certain: the model wars have only just begun.

The OpenAI Paradox: How to turn a non-profit into a $157 Billion category leader
On November 17, 2023, OpenAI's board abruptly fired Sam Altman as CEO. What followed was unprecedented in Silicon Valley: more than 700 of the company's 770 employees threatened to quit, Microsoft offered to hire the entire technical staff, and the AI industry watched as its most prominent company teetered on the brink of collapse.
Five days later, Altman was reinstated as CEO, but the crisis had exposed the fundamental tension at OpenAI's core.

Inside NVIDIA's $3.3T Long Game: How Ecosystem Building Masterminded the Future of Computing
In 1993, three engineers met at a Denny's diner to discuss their vision: creating a revolutionary single-chip solution for PC graphics. By 2024, NVIDIA was the global leader in AI chips with nearly 90% market share, establishing itself as the backbone of the AI revolution. While many view NVIDIA's success as simply being in the right place for the AI boom, their journey reveals a different kind of evolution: one where short-term technical innovation served a patient, decades-long strategy of ecosystem building. It's a story that began with a failed first product, but evolved through calculated bets that transformed technical constraints into market opportunities.

The Real Uber Playbook: How to Build a $130B Company by Breaking Rules
In just over a decade, Uber grew from a small black car service into a $130 billion giant facilitating millions of rides daily across more than 10,000 cities. Their true innovation wasn't the app: it was their strategy of using customer advocacy as a weapon against regulation. When San Francisco regulators tried to shut down Uber, Co-founder Travis Kalanick didn't hire more lawyers. Instead, he mobilized his users. This moment revealed Uber's real playbook, one that would help them overcome regulatory barriers in countless cities.
How SpaceX Revolutionized the Space Industry Through First Principles Thinking
In 2002, the space industry faced legacy constraints: high launch costs, dependency on government contracts, and rejection of reusable rockets. These were not just accepted standards - they represented deeply embedded operational and technical limitations that had remained unchallenged for decades. When Elon Musk founded SpaceX, he led the company to deconstruct these industry limitations through first principles thinking, transforming the company from an ambitious startup into a force that has redefined deeptech innovation.