Research

Every BlitzLab research article, newest first. Scores are a scholar’s assessment of blitzscaling strategy, not investment advice. See also the Methodology and About pages.

97 articles.

Airbnb (ABNB) Blitzscaling Score: 76/100 (B) — Moat, Speed & Risk · November 10, 2026
Arista Networks (ANET) Blitzscaling Score: 73/100 (B) — Moat, Speed & Risk · November 10, 2026
Microsoft (MSFT) Blitzscaling Score: 73/100 (B) — Moat, Speed & Risk · November 10, 2026
Netflix (NFLX) Blitzscaling Score: 71/100 (B) — Moat, Speed & Risk · November 10, 2026
Shopify (SHOP) Blitzscaling Score: 71/100 (B) — Moat, Speed & Risk · November 10, 2026
MercadoLibre (MELI) Blitzscaling Score: 70/100 (B) — Moat, Speed & Risk · November 10, 2026
AppLovin (APP) Blitzscaling Score: 69/100 (B) — Moat, Speed & Risk · November 10, 2026
Reddit (RDDT) Blitzscaling Score: 68/100 (B) — Moat, Speed & Risk · November 10, 2026
ServiceNow (NOW) Blitzscaling Score: 67/100 (B) — Moat, Speed & Risk · November 10, 2026
Datadog (DDOG) Blitzscaling Score: 66/100 (B) — Moat, Speed & Risk · November 10, 2026
MongoDB (MDB) Blitzscaling Score: 65/100 (B) — Moat, Speed & Risk · November 10, 2026
Nu Holdings (NU) Blitzscaling Score: 65/100 (B) — Moat, Speed & Risk · November 10, 2026
Salesforce (CRM) Blitzscaling Score: 65/100 (B) — Moat, Speed & Risk · November 10, 2026
StimCardio's $30M Series A — A Wearable That Treats the Heart Between Procedures · November 9, 2026
Opentrons' $40M Series E — The Lab Bench Is the Bottleneck for AI Science Profile · November 8, 2026
Serval's $150M Series C — Replacing the System of Record, Not Adding Another AI Layer Profile · November 7, 2026
Plato's $16M Series A — Building the Practice Ground Where AI Learns Real Work Profile · November 6, 2026
Hyperbolic's $30M Series A1 — Making GPU Compute Liquid, Not Just Available Profile · November 6, 2026
Where the Ruler and ARK Part Ways · November 5, 2026
Tesla at 11.3%: ARK's Largest Position Is Back to B · November 5, 2026
The AI Stack Inside ARK, Graded Layer by Layer · November 5, 2026
ARKF Clears the Line — on the Strength of Its Non-Financial Holdings · November 5, 2026
ARKK's Health Sleeve: 28% of the Fund, No Holding Above 61 · November 5, 2026
Too Big to Blitz? The Gate Failures Inside ARK's Funds · November 5, 2026
Does ARK Size Positions by Business Quality? Not by Ours. · November 5, 2026
Held Everywhere: The Thirteen Names in All Three ARK Funds · November 5, 2026
What the Lens Can't See: The Unscored Third of ARK's Portfolios · November 5, 2026
Six Funds, One Ruler: ARK's Lineup Under the Blitz Index · November 5, 2026
Formic's $50M Growth Round — The Company That Sells Robot Uptime, Not Robots Profile · November 5, 2026
KymaThera's $80M Series B — A Pan-Mutant Bet on PI3Kα, Timed for the Clinic Profile · November 4, 2026
Emvolon's $22M Series A — Turning Waste Methane Into Fuel, at the Waste Site Itself Profile · November 4, 2026
Nevis's $70M Series B — AI Agents as the Operating System for Wealth Management Profile · November 3, 2026
NVIDIA Q3 FY2027 Preview: Checkpoints Before November 17 · November 3, 2026
EVgo's Q3 2026 Preview: Six Checkpoints Before November 9 · November 2, 2026
Numeracle's $28M Growth Round — Verified Identity for Every Business Call Profile · November 2, 2026
Vera Health's $28.5M Series A — Grading the Evidence Before Answering the Doctor Profile · November 1, 2026
Avante's $30M Series A — AI Agents for the Benefits Work Nobody Sees Profile · November 1, 2026
Infisical's $40M Series B — Giving AI Agents Access Without Giving Them the Keys Profile · October 31, 2026
Broccoli's $52M Double Round — AI Agents Doing the Office Work for the Trades Profile · October 31, 2026
Casap's $56M Series B — AI Agents That Have to Prove a Dispute, Not Just Process It Profile · October 31, 2026
AIB's New COO — Hiring the Operator for Nebius's 50 MW Build · October 30, 2026
Upwind's $400M Series C — Runtime Security for the Agentic Era Profile · October 30, 2026
Fragment's $56M Launch — AI Agents for the Work Enterprise Software Leaves Behind Profile · October 30, 2026
Re:Build's $2.1B Bet — Reindustrializing America, One Hard-Tech Factory at a Time · October 30, 2026
Foundry Robotics' $100M Series A — Owning the Factory, Not Just the Robot Profile · October 30, 2026
Hyphenate's $45M Series A — AI Agents That Take Responsibility for the Close Profile · October 30, 2026
NVIDIA × PreussenElektra: AI Factories on Germany's Former Nuclear Sites · October 29, 2026
Aligned's Delta Cube 3.0: 10% More Cooling in the Same Footprint, With Zero Water · October 29, 2026
GXO × Agility Robotics: After 100,000 Totes, Digit Expands to Two More Warehouses · October 29, 2026
Vertiv × NVIDIA: Building AI Factories Like Factories · October 29, 2026
Firefly's SciTec Puts a New GEO Eye Into FORGE · October 29, 2026
Palvella's QTORIN Rapamycin: Priority Review for a Disease With No Approved Therapy · October 29, 2026
Biosphere's $21M Pentagon Deal: A 20,000-Liter Brewery for Critical Chemicals Profile · October 29, 2026
United Therapeutics' Two FDA Clearances in Nine Days: One Inhaler, Two Lung Diseases · October 29, 2026
EdgeCore's $521M Securitization — Recycling a Leased Data Center Into the Next Build Profile · October 29, 2026
Abbott's Amplatzer Paraclose: The First U.S. Device to Close Valve Leaks Without Another Surgery · October 29, 2026
Constellation's $5B Conditional DOE Loan: 1.1 GW More From Reactors Already Running · October 29, 2026
General Compute's $100M Series A — The Inference Neocloud That Doesn't Build Data Centers Profile · October 29, 2026
MP Materials: What a Mine-to-Magnet Chain Looks Like When It Starts to Scale · October 28, 2026
Figma: The Margin Trade, Stated Out Loud · October 28, 2026
Nebius: The 364-Day Question · October 28, 2026
Klarna — One Week, Three Distribution Moves (October 19–22, 2026) · October 28, 2026
CoreWeave's Denmark Debut Is Small in Megawatts and Large in Geography · October 28, 2026
Google's Genie 4: The World Model Gains a Voice · October 28, 2026
Oracle's New Bet: Run the Business Through ChatGPT · October 28, 2026
IonQ's Quantum Network Steps Out of the Lab · October 28, 2026
AST SpaceMobile's Brazil Third Layer: 30 MHz, Four Operators, Four Gateways — Before a Single Brazilian Customer · October 28, 2026
NVIDIA × Meta: The Supplier Buys Into Its Biggest Agent Bet — $3 Billion, Vera Rubin, and Muse · October 28, 2026
Rocket Lab: 98 Electron Flights Banked, Neutron Hardware at the Pad · October 28, 2026
Anduril × Qualcomm: BlueChip Brings Laptop Manufacturing Back to U.S. Soil · October 28, 2026
SpaceX × Apollo: $40 Billion of GPUs, Leased — Not Bought, Not Yet Closed · October 28, 2026
Tesla × Turo: Rent the Car, Test the Software · October 28, 2026
OpenAI GPT-6.1 Terra: Half the Price, Three Times the Speed, Built for the Workday · October 28, 2026
Otto × Sereact: Physical AI Takes On the Returns Line · October 28, 2026
Snowflake on OCI: Oracle Will Sell It, Bill It, and Keep the Data Home · October 28, 2026
Bedrock Robotics: Paid Autonomous Work, on Machines Contractors Already Own · October 28, 2026
Kratos × NASA SR-1 Freedom: The Power Converter for America's First Fission Spacecraft · October 28, 2026
Below the Line: An Atlas of Explosions Under 65 · October 19, 2026
The Signature That Wasn't One: We Could Not Test Our Own Hypothesis · October 15, 2026
Can Our Model Tell ARK's Winners from Its Blowups? · October 15, 2026
An Atlas of Ignition Points: Where the Blitz Actually Caught Fire · October 15, 2026
Two Ways Companies Die: Five More Pre-Registered Tests · October 15, 2026
What the Blitz Index Measures — and What It Doesn’t · October 15, 2026
Crossing 65 Was Not a Buy Signal Either · October 15, 2026
A Rising Score Did Not Predict a Rising Stock · October 15, 2026
The Profitability Turn Was Not the Buy Signal · October 15, 2026
The Frontier Batch: Four Scores, Two Gate Rejections · October 15, 2026
Same Land Grab, Different Structures: Scoring the Small-Cap Neocloud Blitz · October 15, 2026
The "WeWork of AI" Question: CoreWeave, Nebius, and Palantir Under the Failure Lens · October 15, 2026
Anatomy of a Blitz Failure: What WeWork Teaches About Speed Without Foundations · October 15, 2026
Blitzscaling Case Files: What Winners Share — and What Losers Lack · October 15, 2026
When Do Blitz Stocks Rise? · October 15, 2026
When Does the Blitz End? · October 15, 2026
The Financial Fingerprint of Blitzscaling · October 15, 2026
Did Our Score See NVIDIA's Surge Coming? · October 15, 2026
Same Industry, Different Leverage: CoreWeave vs IREN · October 15, 2026
DoorDash Won the Delivery War. Uber Won the Score. · October 15, 2026