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Market Maps

Living maps of the markets I'm spending time in — who's building what, how the categories are forming, and where the white space is. Updated each quarter.

Q1 2026

AI for Financial Compliance

Mapping the AI-powered compliance technology ecosystem for financial institutions

40 companies · 8 categoriesOpen map →

Q1 2026

The Compute Economy

Mapping the companies building, selling, optimizing, and brokering compute infrastructure — from custom silicon and GPU clouds to orchestration layers and cost optimization tools powering the AI era. The race to supply and efficiently allocate compute has become the defining infrastructure challenge of the decade.

387 companies · 7 categoriesOpen map →