[r]think out loud.
Ideas on venture studios, AI leverage, and the messy reality of building companies from scratch.
Built For Fire Season
The AI correction is coming. Venture studios were designed for exactly this moment -- disciplined iteration, lean teams, and the ability to commit fully when the signal is clear.
Read article
The $300 Billion Fraud Problem YC Wants You To Solve
YC's Spring 2026 RFS calls for AI-powered government fraud investigation. The same detection capabilities built for insurance extend naturally to the largest fraud market on earth.
Read article
Data Constraints Are The New Frontier
2025 was about compute constraints. 2026 is about data. The industries sitting on the most valuable unstructured data are the hardest to crack -- and that is where the opportunity lives.
Read article
Reliability Over Intelligence: Why Production AI Kills Lab Darlings
a16z says the next billion-dollar AI companies will be built on reliability, not smarter models. We agree -- and we have the scars to prove it.
Read article
Reading List: Papers Worth Your Time
Three leading-edge papers from H2 2025 that shape how we build. DINOv3, DeepSeek-V3.2, and why small models beat large ones at agentic tasks.
Read article
AI Makes Strategy The Bottleneck, Not Execution
When building is fast and cheap, knowing what to build becomes the only advantage.
Read article
The 5% Hit Rate: Why Speed Beats Perfection
Most ideas will not matter. The discipline is testing fast enough to find the ones that do -- then going all in.
Read article
Every Company We Build Is AI-Native From Day 0
Not AI as a feature. AI as the foundation -- in how we research, build, validate, and grow.
Read article
AI Agents Are Not Interns
Stop treating AI agents like junior employees. The teams getting 10x output are designing systems, not assigning tasks.
Read article
Why We Kill Ventures (And Why You Should Too)
The hardest skill in a venture studio isn't building -- it's knowing when to stop. How we run stage gates that actually work.
Read article
2c AI Predictions
Our two cents on where AI is heading next. Contrarian takes on what matters and what's noise in the current wave.
Read PDF
Why We Are Building A Venture Studio
Single-shot founding is a terrible way to find product-market fit. We built a studio because the maths demanded it -- and AI made the leverage irresistible.
Read article