AI STARTUP TEARDOWNS · WEEKLY

Most AI startups won't survive. Here's how to spot the ones that will.

Every Wednesday, one AI startup is torn apart. The tech, the unit economics, the real moat. Written by an engineer who builds AI agents and has stopped believing the press releases.

Independent · No sponsors · No hype

HOW THIS IS DIFFERENT

Four rules every issue follows

The reason this newsletter exists.

No hype, no fear

I'm an AI engineer. I've seen the inside. The hype is manufactured. The fear is misplaced. You'll get neither here.

Business first, tech second

If the financials don't work, the technology doesn't matter. Every teardown starts with the money.

Written by a builder

I build AI products for a living. I understand the founder's psychology and what they're not telling you.

One company, deep

No news roundups. No tool lists. One company per week, torn apart properly. That's the whole product.

WRITTEN BY

Abhishek Gupta

I am an AI engineer building agents professionally. I got caught up in the AI hype like everyone else then I built a mental model to see through it. Model Breakdown is exactly that lens, made public. I write about what I see from the inside.