louisEquity analyst covering SpaceX IPO, providing valuation framework for Starlink, Starship, and orbital data center businesses.
ianCovers semiconductors and technology from San Francisco, focusing on memory market dynamics, capacity cycles, and US-China tech competition.
katrina dudleyInvestment strategist at Franklin Templeton specializing in technology and AI infrastructure investing, providing institutional perspective on capex cycles and ROI durability.
delian asparouhovVenture capitalist at Founders Fund and co-founder of Varda Space Industries, investing in space manufacturing, defense tech, and hard tech supply chains.
brianBrian Elliot is CEO of Blitzy, an autonomous software development platform for enterprises. West Point graduate, Army Ranger, served in Syria. Co-founded Blitzy with Sid (from India) after meeting at HBS. Raised $200M at $1.4B valuation. Blitzy uses multi-model orchestration for large-scale code generation.
mandeep singhMandeep Singh covers tech infrastructure and AI capex for Bloomberg Intelligence, analyzing hyperscaler spending and custom silicon.