The Endgame Of Vertical Integration

Pareto Frontier: Model-Harness Co-Design

Aug 3

19

1

3

July 2026

Europe's AI Buildout With SemiAnalysis' Jeremie Eliahou Ontiveros

Demand, Energy and Permitting

Jul 27

11

1

Sparse By Design

Kimi K3 And Open Model Scaling

Jul 20

18

1

1

Orbital Compute: Why Now

Orbital vs Terrestrial Compute

Jul 17

9

1

1

The Stable Era: The Modularisation Of Post-Training

Stable Interfaces -> Modular Innovation

Jul 6

13

1

June 2026

AI's Optimisation Era

Owning Intelligence, Hill-Climbing Machines and Private Evals

Jun 29

11

3

1

From electrons to inference with Crusoe's Erwan Menard

The Vertically Integrated Neocloud

Jun 8

7

1

May 2026

GTM Engineering with Clay

GTM Alpha

May 19

14

1

Foundation Models for Math with Harmonic & Latinum

Formal Verification: Code, Hardware and more

May 13

15

2

Inside Intercom's AI-Native Journey: Brian Scanlan

Reaching >3x PRs per R&D FTE

May 4

9

April 2026

Evals with Alec Barber, OpenAI

Eval Harness vs Evals Platform

Apr 27

11

March 2026

Agent Labs: Workload-Harness Fit

Agent engineering vs full-stack training

Mar 30

16

2