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Notes
Decks
SPACs
Spinoffs
AI
ai
ai
Handicapping Pony AI
,
and
Kris Tuttle
December 17, 2024
ai
A Surprise $4B AI IPO
,
and
Kris Tuttle
October 22, 2024
ai
Penguin Solutions - Part II
,
and
Kris Tuttle
October 16, 2024
ai
Penguin Solutions- Part 1
,
and
Kris Tuttle
October 15, 2024
ai
Cerebras Systems
,
and
Kris Tuttle
October 1, 2024
ai
The AI Fraud Parade
,
and
Kris Tuttle
September 26, 2024
Broken Candy
Broken Candy: SES AI
,
and
Kris Tuttle
August 13, 2024
Company Notes
Tempus "AI" in Name Only
,
and
Kris Tuttle
June 17, 2024
ai
Early AI Adventures - 1982
,
and
Kris Tuttle
March 29, 2024
ai
Reddit Next Moves
,
and
Kris Tuttle
March 19, 2024
Company Notes
Astera Labs First Look
,
and
Kris Tuttle
March 11, 2024
ai
ARM Dreams of AI
,
and
Kris Tuttle
September 13, 2023
SPAC Deck
Ben (BNAI) via DHC Acq (DHCA) deck
,
and
Debarshi Ghosh
September 8, 2023
SPAC Deck
Zapata AI (ZPTA) via Andretti Acq (WNNR) deck
,
and
Debarshi Ghosh
September 7, 2023
