Tech Company Analysis
Tesla, NVIDIA, Palantir, and other AI / autonomous driving / enterprise tech companies, analyzed from both an investment and an engineering angle.
Dissecting Palantir: Ontology, AIP, Apollo — Reading PLTR Through Its Engineering
Dissecting Alpamayo-R1: From Causal Reasoning to an 8.75ms Trajectory
The Robots That Inherited FSD's Brain — Cybercab and Optimus
Megapack, the Quiet Winner of the AI-Era Power Grid
Why Autonomous Driving AI Started to 'Reason'
Tesla, the Company Profile — Not an EV Maker, But Four Businesses in One
Why Tesla Isn't a 'Car Company' — The Shift to a Physical AI Platform