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Insights and playbooks for founders
2026-08-15
Bright Machines Business Model Breakdown: How Software-Defined Factories Make Money
Bright Machines builds AI data center hardware in the US using a software-first, robotics-first factory. This breakdown unpacks what it does, the job it gets done, and how its "manufacturing as a service" model actually makes money — from our episode with CEO Sviat Dulianinov.
2026-05-21
SpaceX Is Going Public. Three Companies. One Stock. A $1.75 Trillion Question.
SpaceX filed its S-1 on May 20, 2026 — the largest IPO in history by targeted raise and implied valuation. What investors are actually buying is three fundamentally different businesses stapled together under a single ticker. We read the filing so you don't have to.
2026-04-17
Cerebras Is Going Public. Here's Everything You Need to Know.
The company that built the world's largest chip — and is now gunning for Nvidia's crown — has filed to go public. We read the S-1 so you don't have to.