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Archive

Browse past posts to gain inspiration and see what we got right.

Deep Dives

Tools

How Do I Find a Startup Idea Using Research?

Nov 14, 2026

•

4 min read

How Do I Find a Startup Idea Using Research?

The step-by-step method we use on every post, with real examples, including ideas we killed.

AI Agents

AI Infrastructure

Tier B

Open Models

DeepSeek Says Its Free, MIT-Licensed Model Beat Opus 5 on a Coding Benchmark, 77 to 74

Nov 12, 2026

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3 min read

DeepSeek Says Its Free, MIT-Licensed Model Beat Opus 5 on a Coding Benchmark, 77 to 74

An MIT-licensed model near the best closed ones, plus DeepSeek's own serving engine. Great cost lever, terrible moat.

Nuclear

Deep Tech

Energy

Tier B

Startups Built Nuclear Reactors That Went Critical in Under a Year. The Hard Part Hasn't Started.

Nov 2, 2026

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3 min read

Startups Built Nuclear Reactors That Went Critical in Under a Year. The Hard Part Hasn't Started.

Five private reactors hit criticality this summer. None has made electricity, and the fuel isn't there yet.

Cryptography

Rejected

Infrastructure

Security

A Browser-Trusted Certificate Authority's Private Key Was the Number 4

Oct 29, 2026

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3 min read

A Browser-Trusted Certificate Authority's Private Key Was the Number 4

A jaw-dropping failure in the web's trust layer.

AI Agents

Developer Tools

Rejected

Security

Developers Really Use This Viral "Reverse Engineer Anything" AI. That Still Doesn't Make It a Business.

Oct 26, 2026

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4 min read

Developers Really Use This Viral "Reverse Engineer Anything" AI. That Still Doesn't Make It a Business.

The installs are real, not farmed. But it's a free, copyable wrapper with no company, no price, and a headline use case that runs into licence law.

Tier C

AI Infrastructure

Open Models

Inference

DeepSeek Just Gave Away Its Production Inference Engine. Your Serving Startup Should Worry.

Oct 25, 2026

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3 min read

DeepSeek Just Gave Away Its Production Inference Engine. Your Serving Startup Should Worry.

DeepInfer is real and open. The moat it implies is thinner than the hype, and US government buyers are now off the table.

Open Source

Tier C

GPU Kernels

AI Infrastructure

Near-miss

The GPU language already inside vLLM isn't a company yet. Keep it that way.

Oct 19, 2026

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4 min read

The GPU language already inside vLLM isn't a company yet. Keep it that way.

TileLang went from research DSL to hard dependency of the two biggest open inference engines. That's a great commons and a terrible startup.

Tier C

Tabular ML

Enterprise AI

Foundation Models

Near-miss

NVIDIA just gave away a #1 tabular model. That's bad news if you were going to sell one.

Oct 16, 2026

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4 min read

NVIDIA just gave away a #1 tabular model. That's bad news if you were going to sell one.

A model that predicts on spreadsheets without training now tops the leaderboard, with weights you can use commercially. The startup window closed before the release.

AI Agents

Developer Tools

Tier B

Near-miss

Context Engineering

Meta let the model edit its own memory. It got smarter and cheaper. You can't sell it.

Oct 15, 2026

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4 min read

Meta let the model edit its own memory. It got smarter and cheaper. You can't sell it.

Context Language Models beat hand-built agent harnesses on accuracy and cost at once. The code is non-commercial and the labs already ship the feature.

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