Personal essays on deep tech, American manufacturing, and how startups can compete for federal contracts. The author works through ideas such as a thought-experiment manufacturing city, contractor team arrangements under the FAR, and the commercial promise of unglamorous industrial technologies.
Website: https://www.amaete.com/
Publishes long-form explainer guides on frontier hardware and AI infrastructure, such as NVIDIA's Rubin Ultra, TSMC's 2nm node and OpenAI's Stargate. Each guide separates officially announced facts from reports and ends with an explicit take and the limits of what is known.
DataDeep Tech publishes in-depth analytical reports on deep tech, industrial systems, mineral supply chains and strategic infrastructure, backed by citations. Recent issues cover mineral depletion and recycling, AI-assisted discovery of Earth-Moon orbits, and whether photonics can address the memory bottleneck in AI hardware.
Sameer Nanda writes analytical essays on deep tech investing, agentic AI and the physical-world limits on technology. Issues include a company-by-company analysis of the YC W26 batch, a breakdown of Karpathy's autoresearch loop, and a hands-on look at a new low-cost semantic judgment model.
Covers startup funding rounds and emerging tech companies, mostly from Europe, with structured founder, problem, solution and investor breakdowns. Also includes occasional explainers on financing strategy, such as using public grants ahead of venture capital.
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