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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August 15, 2023

Teaching a Computer to Ghoti

August 15, 2023

Teaching a Computer to Ghoti

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Surprising Data Points about the Venture Capital Market

Surprising Data Points about the Venture Capital Market

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How Will a Venture Capital Recovery Feel? Observations from 2008

How Will a Venture Capital Recovery Feel? Observations from 2008

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Busting the Myth: Higher Funding Doesn't Mean Faster Hiring in Startups

Busting the Myth: Higher Funding Doesn't Mean Faster Hiring in Startups

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What the New Relic Sale Means for SaaS

What the New Relic Sale Means for SaaS

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The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals

The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals

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Signs We've Touched the Bottom

Signs We've Touched the Bottom

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The Pilgrims Raised 4 Rounds of Financing

The Pilgrims Raised 4 Rounds of Financing

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Operating in the Dark

Operating in the Dark

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Producing Charts with AI

Producing Charts with AI