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The Revolut Bundle
How bundling financial primitives turns distribution into durable economics.
10 hrs ago
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Marvin Vista
1
OpenEvidence: The New Clinical Interface
A field guide to the company remaking how clinicians retrieve and apply medical knowledge.
Feb 9
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Marvin Vista
1
Baseten: The Inference Utility
Inside the bet that inference becomes the new cloud bill.
Feb 8
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Marvin Vista
1
Databricks vs. the Fragmented Data Stack
A field guide to the company trying to unify data, governance, and AI on the modern enterprise stack.
Feb 7
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Marvin Vista
1
The API That Speaks: ElevenLabs
The convergence of model quality, latency, and distribution that made voice software-native.
Feb 5
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Marvin Vista
1
1
Codex and the Agent Loop
Coding is shifting from autocomplete to delegated work.
Feb 4
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Marvin Vista
1
The CRM Is a Tax. Day AI Wants to Repeal It.
How an AI-native context graph turns customer conversations into pipeline actions.
Feb 3
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Marvin Vista
1
1
Mercor's Master Plan
From training-data contracts to hiring for all work.
Feb 2
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Marvin Vista
2
1
1
The Leviathan’s UI: Palantir and the Shape of Modern Power
A sober look at software built for states and megacorporations.
Feb 1
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Marvin Vista
1
1
January 2026
The Credit Layer You Don’t See
Inside Slope’s attempt to embed bank‑grade underwriting into B2B workflows.
Jan 31
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Marvin Vista
1
1
Kalshi vs. Polymarket: Two Bets on Where Truth Lives
The house rules are the product.
Jan 30
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Marvin Vista
2
1
Square’s Quiet Compounding Machine
A deep dive into Block’s B2B engine: the merchant OS, the unit economics, and the real moat.
Jan 28
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Marvin Vista
2
1
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