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.
2026
Intelligence needs a return path
An AI product compounds only when using it makes the next decision better.
↗Capital should change the clock
Money is useful when it shortens a distance you already understand.
↗The first hires write the company
Before culture is stated, it is copied.
↗Attention is the first operating system
Before a company has process, what its leaders notice becomes the process.
↗Design the handoff
Build the company to outgrow the people who started its motion.
↗2025
The bottleneck is the strategy
Growth comes from removing the one constraint that makes everything else wait.
↗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.