Theories

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

The Problem with Prediction Markets

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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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January 10, 2026

Open APIs Are Over

January 10, 2026

Open APIs Are Over

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January 9, 2026

Trajectory

January 9, 2026

Trajectory

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January 7, 2026

The Text Box Isn't Enough

January 7, 2026

The Text Box Isn't Enough

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January 5, 2026

The Done List

January 5, 2026

The Done List

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December 30, 2025

Gross Profit per Token

December 30, 2025

Gross Profit per Token

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December 29, 2025

My Favorite Books of 2025

December 29, 2025

My Favorite Books of 2025

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December 28, 2025

Motive S-1 Analysis: How 7 Key Metrics Stack Up

December 28, 2025

Motive S-1 Analysis: How 7 Key Metrics Stack Up

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December 24, 2025

Motive S-1 : How 7 Key Metrics Stack Up Against Samsara

December 24, 2025

Motive S-1 : How 7 Key Metrics Stack Up Against Samsara

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December 23, 2025

Scoring 2025's Predictions

December 23, 2025

Scoring 2025's Predictions

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December 22, 2025

11 Predictions for 2026

December 22, 2025

11 Predictions for 2026