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- Indexed issues, last 90 days
- 18
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Sep 14, 2026
Latest issues
Join FUNDA at Tomorrow X Summit (opens the original)
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Dear FUNDA community,We’re proud to be a sponsor and partner of the Tomorrow X Summit, taking place in Austin on November 17–18, 2026.Since launching in November 2024, FUNDA has been committed to producing and supporting the best independent research on Substack. We share ’s view that independent creators and analysts have been important voices in the AI infrastructure buildout, and we welcome this initiative from Gavin, Ron, and Antonio to foster broader and deeper engagement with the technolog
Deep|FTAI: Aviation Aftermarket Meets AI Power (opens the original)
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Executive SummaryWe initiate coverage of FTAI, an independent aviation aftermarket platform focused on the CFM56-5B/-7B and V2500 engine families. It is expanding into power generation by converting CFM56 engines into aeroderivative turbines. FTAI is the second BTM solution provider we have covered, after Bloom Energy. We remain bullish on off-grid power providers. As estimated in our AIDC Deep Dive, North America could face a ~15GW power shortfall in 2027. Securing grid power could take ~5 year
Research|Optics: ECOC 2026 Takeaways, NPO Gains Momentum as Slow and Wide Takes Shape (opens the original)
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We attended ECOC 2026 in Málaga last week. The debate between slow and wide and fast and narrow was a recurring topic in presentations and plenary sessions. Companies presented microLED and micro-VCSEL designs and discussed their performance, manufacturing challenges and production timelines. NPO was also in focus, with live NPO demos on the show floor and more discussion of how and when it ramps.This note covers our takeaways from the presentations, demos and conversations with companies, inclu
Deep|LLM: Open-Weight Models’ Low-Cost Catch-Up Is Unlikely to Last (opens the original)
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A succession of strong open-weight models were released this summer. Zhipu launched GLM-5.2 on June 22, followed by GLM-5.3 on August 14, a release focused solely on scaling post-training. On Zhipu’s own evaluations, GLM-5.3 matched or outperformed Fable 5 and GPT-5.6 Sol on several agentic coding tasks. Moonshot AI launched Kimi K3 on July 17. It scored 57 on the Artificial Analysis Intelligence Index, behind only Fable 5 and GPT-5.6 Sol. DeepSeek’s August 13 update to V4 Pro scored 87.9 on Ter
Deep|Meta Muse: The Software Companies Behind Its Actions (Part 1: Public Companies) (opens the original)
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We went under the hood of Muse to see which software services it calls as it carries out a user’s request. We followed the steps from finding information and accessing accounts to making calls, managing bookings and returning a result, then linked those steps to the companies behind the software. This first part covers 25 products from 24 listed companies. It shows where Muse could bring more activity to existing communication, productivity, travel, commerce and connected-device services—and whe
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