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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Integrations as Competitive Advantage

Integrations as Competitive Advantage

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Social AI

Social AI

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Speed Running a 50 Year Old Software Category

Speed Running a 50 Year Old Software Category

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My Bottleneck with AI

My Bottleneck with AI

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Beyond ARR: How Monte Carlo Reinvented Their Business with Daily Revenue

Beyond ARR: How Monte Carlo Reinvented Their Business with Daily Revenue

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The Impact of Tariffs on Series As

The Impact of Tariffs on Series As

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What do Tariffs Mean for Startupland?

What do Tariffs Mean for Startupland?

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A Founder's Guide: Essential Sales Advice for Startups

A Founder's Guide: Essential Sales Advice for Startups

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Welcome, Bryan and Philip!

Welcome, Bryan and Philip!

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The Great Liquidity Shift

The Great Liquidity Shift