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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February 13, 2025

Fast-Track Your Growth: GTM & Marketing Office Hours for SF Founders

February 13, 2025

Fast-Track Your Growth: GTM & Marketing Office Hours for SF Founders

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February 10, 2025

Faster Sales Cycles & Software Buyer Confidence

February 10, 2025

Faster Sales Cycles & Software Buyer Confidence

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February 9, 2025

AI Impact Curves

February 9, 2025

AI Impact Curves

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February 7, 2025

Google's Future in Search & AI

February 7, 2025

Google's Future in Search & AI

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February 6, 2025

$1.2b of Revenue in 30 Days

February 6, 2025

$1.2b of Revenue in 30 Days

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February 3, 2025

It Pays to be an AI Company

February 3, 2025

It Pays to be an AI Company

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January 30, 2025

$13b Run Rate & Doubling

January 30, 2025

$13b Run Rate & Doubling

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January 29, 2025

Darwin's Finches in AI

January 29, 2025

Darwin's Finches in AI

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January 26, 2025

The AI Cost Curve Just Collapsed Again

January 26, 2025

The AI Cost Curve Just Collapsed Again

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January 23, 2025

Top Themes in Data in 2025

January 23, 2025

Top Themes in Data in 2025