The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
Developer Tools
The fastest-revenue-scaling software company ever ($1M→$3B+ ARR in ~28 months) and the runaway leader of agentic IDEs — but a structurally model-dependent wrapper whose negative-then-thin margins forced it to build its own model (Composer), and whose independence just ended: SpaceX is buying it for $60B all-stock to bolt onto xAI. The bet is no longer "private Cursor pre-IPO" — it is SpaceX equity, post-IPO, with Cursor as the enterprise-AI wedge.
Developer Tools
146 people generating $2.77M revenue each. Built the tool that lets non-developers ship real software — and became the fastest-growing SaaS company ever.