The Channel

The technology is easy to copy. The channel it runs through isn't.

Aug 26 • Zeph

June 2026

Autodesk, Inc.

All the noise about virtual agents, but someone has to design the physical world where AI will actually run.

Jun 9 • Zeph

New Attack Vectors

“I’m not sure what comes next. In my 35 years in cybersecurity, this is the first time I can’t say what will happen next.” — Paul Chichester, Director…

Jun 5 • Zeph

April 2026

Okta, Inc.

AI is rebuilding every layer of software, and while the market punishes everyone wholesale, someone is quietly building the control tower for the age of…

Apr 2 • Zeph

February 2026

SaaS Armageddon

AI is undermining the seat-based SaaS model faster than Claude can code. But the survivors will be those who rewrite their pricing for agents, not empty…

Feb 27 • Zeph

Equilibrium

The AI boom in the stock market is a rational bubble.

Feb 13 • Zeph

April 2025

Unsafe Zone

"Don't Make the Mistake of Thinking That What's Now Happening is Mostly About Tariffs" — Ray Dalio.

Apr 23, 2025 • Zeph

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June 2024

Coherent Corp.

To truly appreciate the depth and scale of the new era of technology, you need to look below the waterline and examine those who are holding up that…

Jun 6, 2024 • Zeph

April 2024

Nvidia Corporation

Nvidia has earned a reputation as an innovator. The company pioneered the development of graphics processors that, by most accounts, transformed…

Apr 19, 2024 • Zeph

February 2024

Newmont Corporation

Industry leader in sustainability and environmental stewardship. Holds the world's largest gold reserves: approximately 100 million ounces.

Feb 7, 2024 • Zeph

November 2023

Coupang, Inc.

In March 2021, the company completed its IPO on the NYSE. Post-IPO market cap exceeded $60B.

Nov 25, 2023 • Zeph

September 2023

The 2008 Economic Crisis

A bank run is like a fire in a crowded theater: it is collectively irrational for everyone to run, but perfectly understandable that when one person…

Sep 20, 2023 • Zeph