Notes
Think beforeconsensus forms.
Working convictions about what changes next — and what should be built because of it. We publish them early, which means we sometimes publish them wrong.
AUG 2026 / 7 MIN
The company after software
AI does not make companies obsolete. It changes what deserves to become one.
↗JUN 2026 / 5 MIN
Build at the inflection
The best moment to start is when the old answer stops being obviously right.
↗APR 2026 / 4 MIN
Proof before permission
A working thing can cross a room that an argument cannot.
↗MAR 2026 / 5 MIN
The room that tells you the truth
Most feedback is politeness wearing a serious face.
↗FEB 2026 / 6 MIN
The person the idea needs
Founder–market fit is almost always told backwards.
↗DEC 2025 / 4 MIN
Lose it cheaply
What it costs to be wrong is a design decision, not an accident.
↗OCT 2025 / 5 MIN
Distribution is not a phase
How a company reaches people is part of what the company is.
↗SEP 2025 / 4 MIN
The pilot that goes nowhere
Large organisations will happily test you forever. That is not traction.
↗Start at the center
Bring us the idea before it is safe.
The best moment to talk to us is the moment the old answer stops being obviously right — long before the deck exists. Tell us what changed, and why you cannot stop thinking about it.