Theories

Stay up-to-date on our team's latest theses and research

The Problem with Prediction Markets

Latest

January 13, 2026

Is a Coding Agent All You Need?

January 13, 2026

Is a Coding Agent All You Need?

December 18, 2025

It’s Not Too Late to Roll Back MCP

December 18, 2025

It’s Not Too Late to Roll Back MCP

December 12, 2025

The Gordian Knot of Inventory Management

December 12, 2025

The Gordian Knot of Inventory Management

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The Question I Ask Myself Before I AI

The Question I Ask Myself Before I AI

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The Sales Strategy Conquering the AI Market

The Sales Strategy Conquering the AI Market

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Hidden Technical Debt in AI

Hidden Technical Debt in AI

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Modern Data Stack

DuckLake - Subsecond Latency on a Petabyte

DuckLake - Subsecond Latency on a Petabyte

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The Rise of the Agent Manager

The Rise of the Agent Manager

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AI

Budgeting for AI in Your Startup

Budgeting for AI in Your Startup

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AI

The Hungry, Hungry AI Model

The Hungry, Hungry AI Model

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Web3

Revenue Comes to Crypto

Revenue Comes to Crypto

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Modern Data Stack

Figma's S-1: A PLG Powerhouse

Figma's S-1: A PLG Powerhouse

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AI

Voice, Context & Control: The Three Pillars of Useful AI Email

Voice, Context & Control: The Three Pillars of Useful AI Email