About
Team
Portfolio
Jobs
Theories
Theories
Stay up-to-date on our team's latest theses and research
Feature
The Problem with Prediction Markets
Latest
Read more
January 13, 2026
Is a Coding Agent All You Need?
January 13, 2026
Is a Coding Agent All You Need?
Read more
Read more
December 18, 2025
It’s Not Too Late to Roll Back MCP
December 18, 2025
It’s Not Too Late to Roll Back MCP
Read more
Read more
December 12, 2025
The Gordian Knot of Inventory Management
December 12, 2025
The Gordian Knot of Inventory Management
Read more
Get the latest in AI & data, straight to your inbox.
Thanks for subscribing!
Oops! Something went wrong while submitting the form.
All articles
All categories
AI
Modern Data Stack
Web3
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
No items found.
October 28, 2024
Productivity One Year from Now
Read more
October 28, 2024
Productivity One Year from Now
Read more
No items found.
October 21, 2024
AI Prompts as PRDs : Why Prompts Will Become Important IP Assets
Read more
October 21, 2024
AI Prompts as PRDs : Why Prompts Will Become Important IP Assets
Read more
No items found.
October 16, 2024
The Premise of a New S-Curve in AI
Read more
October 16, 2024
The Premise of a New S-Curve in AI
Read more
No items found.
October 15, 2024
Why Lifetime Value is Relevant Again in Software
Read more
October 15, 2024
Why Lifetime Value is Relevant Again in Software
Read more
No items found.
October 10, 2024
A Challenge to SaaS Orthodoxy
Read more
October 10, 2024
A Challenge to SaaS Orthodoxy
Read more
No items found.
October 8, 2024
How M&A Fosters Innovation
Read more
October 8, 2024
How M&A Fosters Innovation
Read more
No items found.
October 3, 2024
Fulfilling Crypto's Original Promise
Read more
October 3, 2024
Fulfilling Crypto's Original Promise
Read more
No items found.
October 1, 2024
Where is the Budget for AI Coming From?
Read more
October 1, 2024
Where is the Budget for AI Coming From?
Read more
No items found.
September 30, 2024
Would You Listen to AI Generated Podcasts?
Read more
September 30, 2024
Would You Listen to AI Generated Podcasts?
Read more
No items found.
September 25, 2024
Interwoven with Initia
Read more
September 25, 2024
Interwoven with Initia
Read more
Previous
Load more