you were never overthinking.
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One breakdown a week of what the sharpest people in tech are actually obsessed with. Taken all the way apart.
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What you get
Every week, one story, taken apart.
The mechanism. The money. The founder. The part everyone else skimmed.
This week
The Kimi File
How to build frontier AI when you're poor.
6 min read Read it →
Every breakdown we've ever done. Yours when you join.
The founders, the models, the parts nobody explained properly. It's all in the vault, and it only gets deeper.
Intelligence File 002 May 15, 2026
The $1 Trillion Loop
Seven companies. One circle. Your retirement.
$1T In the loop30% Of S&P 5004.9x Capex / Revenue
Read the file → Intelligence File 003 June 2026
The Palantir Playbook
An operating manual for founders studying the most prolific founder factory in modern Silicon Valley.
111 Companies produced$11.6B Collectively raised$61B Anduril valuation
Read the file → Intelligence File 004 June 2026
Apple's AR Glasses, Decoded
A breakdown of the five patents that tell you exactly what Apple is building.
5,000+ AR patents since 20155 Patents in this brief2027 Target announcement
Read the file → Who's actually in here.
“sent the kimi one to my whole team at 11pm bc i couldn't stop thinking about it”Founder
“i've read every one of these twice. still catching stuff i missed the first time”Engineer
“not gonna lie i just repeat these at dinner parties like i came up with it”Member
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