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
The company after software
AI does not make companies obsolete. It changes what deserves to become one.
↗A category is a promise
A new name matters only when it makes a new behaviour legible.
↗The wedge is not the company
Start narrow enough to enter. Think wide enough to matter.
↗Build at the inflection
The best moment to start is when the old answer stops being obviously right.
↗The person the idea needs
Founder–market fit is almost always told backwards.
↗2025
Distribution is not a phase
How a company reaches people is part of what the company is.
↗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.