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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The Market Size Mistake

The Market Size Mistake

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My Favorite Uses of AI

My Favorite Uses of AI

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Extreme PMF : Sustaining Success with Scale

Extreme PMF : Sustaining Success with Scale

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SUI Generis : Office Hours with Evan Cheng of Mysten Labs

SUI Generis : Office Hours with Evan Cheng of Mysten Labs

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The Art of Product Management in the Fog of AI

The Art of Product Management in the Fog of AI

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Micromanaging AI

Micromanaging AI

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This Message Will Self-Destruct in 33 Seconds

This Message Will Self-Destruct in 33 Seconds

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Rubrik S-1 - Burning the Boats in Data Security

Rubrik S-1 - Burning the Boats in Data Security

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AI in the Hands of Software Buyers

AI in the Hands of Software Buyers

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Selling AI : Category Creation of a Different Flavor

Selling AI : Category Creation of a Different Flavor