Insights
Insights
- InsightAug 1, 2026
Our long-term thesis, in one read
A short read on the long-term themes shaping how the parent company thinks about its portfolio.
- InsightJul 12, 2026
Why holding companies, why now
A short essay on the role of a holding company in technology — and why we believe the structure is more relevant than it has been in years.
- InsightJun 20, 2026
Research as a long-term moat
Why we treat long-horizon research as core infrastructure, not a side project.