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LATEST INSIGHTS
The Sextant™
The Constraint That Finances the Others
The AI buildout runs through a few interlocked balance sheets. The Sextant on circular financing, counterparty concentration, and what boards owe shareholders.
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O Horizonte™
A alga que cresce à porta de casa
A UE cultiva menos de mil toneladas de algas por ano e vai precisar de milhões. E se cada ilha açoriana cultivasse o mar que já tem? O Horizonte™.
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The Pulse™
The Pulse™ Week 29: The map is the moat.
Docomo wins 26 GHz, EQT buys 9 GW of power, Waymo adds four cities, AMD unifies the factory board. In 2026 deep tech, physical position is the moat.
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The Vector™
The Vector™ — The Humanoid Deployment Gap
Factory references, not dexterity demos, will sort the robotics winners.
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