What we’re learning.
Can a business be built on agents? The receipts: what shipped, what it cost, what we learned.
Talent Density Is the New Headcount
Two attempts at powered flight, two months apart, in 1903. The team with the bigger budget crashed into the Potomac. The team that ran a bicycle shop ended the century.
The Forward-Deployed Tell
Forward-deployed engineer postings at the AI labs are up more than 1,000 percent year-over-year. The motion says more about what the products cannot yet do than about what enterprises cannot yet absorb.
The Metered Mind
For a brief window, we can see the meter on the imitation of cognition. Either someone clever hides it, or abundance dissolves it. Either way the window closes.
Information Has An Arc — And We Just Hit Stage 5
Why thirty years of leveling the playing field failed, and what's finally changing. A five-stage framework, with citations from Akerlof to the AI Index.
A Letter From The Founder
The asymmetry that costs ordinary people and small businesses isn't going away. But for the first time, it doesn't have to stay decisive. A note on what we're building, and why now.