Research

Meet Claude Mythos – the model that found a 28-year-old bug in one of the world’s most secure operating systems. The Leak That Changed Everything On March 26, 2026, a security researcher noticed something unusual. A misconfigured data store on Anthropic’s infrastructure had left nearly 3,000 internal files publicly accessible – no password required. Draft…

The fundraising landscape is currently saturated with a new trend: founders betting on a “GPT-5 Pitch Deck” as their golden ticket to accelerator acceptance. While the technology is impressive, the reality of the venture capital and accelerator ecosystem is far more nuanced. Programs like Y Combinator and Techstars receive thousands of applications, and a polished,…

The Middle East was silicon valley’s distant cousin until it turned out to be sitting on the next goldmine. Yet, aside from all the traditional energy wealth, the region is building something every tech investor should know about. Why? Well, because, like Amazon’s cloud pivot, the Middle east oil AI transformation represents a fundamental shift…

Hardcore engineering startups face a unique challenge that I’ve witnessed countless times in my 15 years as an investment consultant in Zurich. While startups finding customers is already complex, deep-tech companies must navigate an entirely different playbook. These aren’t consumer apps with viral potential – they’re building quantum computers, advanced semiconductors, or revolutionary materials science…

After 15 years as an investment consultant in Zurich, I’ve reviewed hundreds of business plans. Most read like fairy tales written by optimistic founders with Excel spreadsheets. That’s why I was intrigued when GPT Due Diligence testing emerged as a potential game-changer for financial analysis. Could AI finally provide the objective, thorough due diligence that…

For the past three years, the technology world has existed in a state of suspended reality. Since the public launch of ChatGPT, we have witnessed a gold rush that mirrors the early days of the mid-to-late 1990s internet frenzy. Capital was cheap, expectations were infinite, and any startup with “.ai” in its domain name could…

Financial Modeling with Claude Opus 4.6: How to Build Bug-Free Models in Half the Time At Albusi, we’ve seen thousands of decks and models. Most AI-generated models we’ve seen in the past were, frankly, absolute “trash” (pardon our french). They were full of bugs and lacked the nuance required for a real VC conversation. We…

Why Starting an AI Startup Has Changed If you’ve been watching the AI space closely, you’ve probably noticed something. It has been… predictable. This is how many people think of starting an AI startup: Launch an AI product. Raise millions. Hit $10M ARR in record time. Get labeled the next unicorn. Investors have been rewarding…

After 15 years as an investment consultant, I’ve learned that the most uncomfortable truths usually hide the biggest opportunities. Today’s uncomfortable truth? Silicon Valley’s playbook is outdated, and Chinese AI startups are writing the new rules of global innovation. The Chinese AI Speed Game That’s Already Been Won Picture this: You’re at a Formula 1…

I’m curious to see whether a Google Gemini proposal is actually good. So we’ve conducted a minor test to assess. Instead of debating opinions, I ran six controlled prompts and analyzed the outputs. The goal wasn’t to attack the tool.It was to understand what happens when consultants use AI to generate a Google Gemini Proposal.…

Since we write tons of pitch decks, I wanted to see who would pitch better GPT vs Gemini for an elevator pitch. I wanted to test I gave both AI models the same challenge: Write an elevator pitch for a fashion line that makes clothes for humanoid robots deploying in 2026. The prompt was intentionally…

Fifteen years ago, venture capitalists obsessed over hockey-stick growth curves and immediate market capture. The subscription model forces a different calculus: instead of betting on explosive short-term growth, investors must evaluate customer lifetime value, churn rates, and sustainable acquisition costs. The narrative of a typical subscription startup VC is simply shifting. This shift represents more…