Research desk
Analysis for the
applied AI era.
Market maps, field guides, and close readings of the companies turning models into operating systems, agents, and machines.
01Market map · 9 min readThe AI operating layer is moving downmarket
Why the next important business AI companies may be the ones connecting fragmented systems—not building another general-purpose assistant.
August 18, 2026↗02Field guide · 8 min readEnterprise agents have entered their software eraThe hard problem is no longer making an agent look capable. It is defining, testing, governing, and improving one after it reaches production.
August 18, 2026↗03Deep dive · 9 min readThe physical AI race is becoming a data raceHumanoid robotics is moving beyond hardware demonstrations toward a harder question: how can machines learn enough varied experience to work in the real world?
August 18, 2026↗