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Compute Became Collateral

Aug 27, 2026

•

4 min read

Compute Became Collateral

Bashar Aboudaoud
Bashar Aboudaoud
Nobody Knows Who Wins Quantum. America Funded Everyone

Aug 20, 2026

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5 min read

Nobody Knows Who Wins Quantum. America Funded Everyone

Bashar Aboudaoud
Bashar Aboudaoud
China is closing the AI quality gap

Aug 6, 2026

•

6 min read

China is closing the AI quality gap

Bashar Aboudaoud
Bashar Aboudaoud
Unitree's IPO Prices Every Humanoid

Jul 30, 2026

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5 min read

Unitree's IPO Prices Every Humanoid

Bashar Aboudaoud
Bashar Aboudaoud
Brex, Mercury, Ramp: One Customer Base, Three Endings

Jul 23, 2026

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3 min read

Brex, Mercury, Ramp: One Customer Base, Three Endings

Bashar Aboudaoud
Bashar Aboudaoud
Fastest B2B Software Company to a Billion

Jul 14, 2026

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1 min read

Fastest B2B Software Company to a Billion

Bashar Aboudaoud
Bashar Aboudaoud
We invested in Pathway

Jul 7, 2026

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2 min read

We invested in Pathway

Bashar Aboudaoud
Bashar Aboudaoud
The Layer Underneath

Jul 2, 2026

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3 min read

The Layer Underneath

Bashar Aboudaoud
Bashar Aboudaoud
The Architecture That Changes the Semiconductor Equation

Jun 25, 2026

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2 min read

The Architecture That Changes the Semiconductor Equation

Bashar Aboudaoud
Bashar Aboudaoud
AI Just Got Political. Here's What Enterprises Need to Assess.

Jun 16, 2026

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3 min read

AI Just Got Political. Here's What Enterprises Need to Assess.

Bashar Aboudaoud
Bashar Aboudaoud
Same Bet, Different Structure

Jun 14, 2026

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2 min read

Same Bet, Different Structure

Bashar Aboudaoud
Bashar Aboudaoud
Replit and the Next Layer of Software

Jun 4, 2026

•

1 min read

Replit and the Next Layer of Software

Bashar Aboudaoud
Bashar Aboudaoud
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