Mini investment memos, startup breakdowns and deep-tech analyses. This is how Banyan thinks out loud, and over time our strongest asset.
Where value accrues as BCIs move from labs to first markets, and the non-obvious layers worth owning early.
Read analysis →The compute, data and orchestration layers compounding underneath every model, and which is defensible.
Read analysis →Falling sensor and actuation costs, foundation models for control, and the unit economics that decide who wins.
In the worksWhy the AI build-out is, underneath, an energy story, and where early-stage capital can actually matter.
In the worksHuman-computer interaction beyond glass: voice, ambient agents, and wearables that disappear.
In the worksThe internal template we use to argue both for and against a company before the committee.
In the worksWant these in your inbox? Occasional memos and market maps from the cohort. No noise.