Deep tech investing, agentic AI, and the physical-world constraints that matter.

Latest

01
Apr
YC Welcome to Demo Day sign

YC W26: The Complete Analysis

Analysis of all 190 YC W26 startups. Hard-tech record, agent infrastructure density, service-as-software model, and the full table of every W26 company.
22 min read
14
Mar
Autoresearch progress chart showing 83 experiments with validation loss decreasing over time as the agent searches solution space

Karpathy's Autoresearch Is Two Theses Running in a Loop

Karpathy's autoresearch ran 83 experiments overnight on one GPU. Here's how cheap verification makes the loop work, and why it matters for AI adoption.
4 min read
23
Feb
Every Leap in Timing Precision Unlocks a Structurally New Class of Applications

Every Leap in Timing Precision Unlocks a Structurally New Class of Applications

ZaiNar's sub-nanosecond wireless sync enables sub-meter location without GPS, the missing infrastructure layer for physical AI.
5 min read
21
Feb
Bilt Is Building a Data Moat

Bilt Is Building a Data Moat

What Bilt is building underneath the rewards layer. Housing data, Banyan's SKU-level receipts, and open banking create a consumer spend view no one else has.
3 min read
28
Jan
LLM-Generated Code Unlocks Superpowers LLMs Don’t Possess

LLM-Generated Code Unlocks Superpowers LLMs Don’t Possess

Code is deterministic. LLMs are probabilistic. The handoff between them, through cheap verification, is what makes code generation categorically different.
4 min read
23
Nov
The Copper Constraint: Why AI Infrastructure Needs Biology to Scale

The Copper Constraint: Why AI Infrastructure Needs Biology to Scale

Global copper demand is projected to nearly double by 2035. Endolith uses engineered microbes to extract 30-90% more copper from ore already being processed.
3 min read
14
Nov
The AI Security Arms Race Just Went Parallel

The AI Security Arms Race Just Went Parallel

Anthropic disrupted the first AI-orchestrated espionage campaign. One operator ran 30 parallel intrusions with AI handling 80-90% of tactical execution.
4 min read
04
Nov
YC S25: The Complete Analysis

YC S25: The Complete Analysis

Company-by-company analysis of YC Summer 2025's 153 startups. 80%+ AI-focused, a third building autonomous agents. Full table of all 153 companies included.
13 min read