Theories

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

An Agent Skills Platform for the Real World: Our Investment in BackOps

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Recruiting in the Land of Ice

Recruiting in the Land of Ice

The Best Software Engineering Teams Are Building Agent Factories

The Best Software Engineering Teams Are Building Agent Factories

February 24, 2026

Agents Need More Than Evals: They Need Their Own Isolated Worlds

February 24, 2026

Agents Need More Than Evals: They Need Their Own Isolated Worlds

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Semantic Cultivators : The Critical Future Role to Enable AI

Semantic Cultivators : The Critical Future Role to Enable AI

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When Every Employee Becomes an Agent Boss

When Every Employee Becomes an Agent Boss

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A 1600% Improvement in Sales to Lead Conversion

A 1600% Improvement in Sales to Lead Conversion

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Tokenization as a SaaS Liquidity Option

Tokenization as a SaaS Liquidity Option

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Rabbits on Firetrucks Redux

Rabbits on Firetrucks Redux

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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