Insights
Notes from the studio.
Thesis updates, venture launches, and what we are learning building AI companies.
- Thesis Notes
Why we build applications, not models
The margin in AI is moving to the people who own the workflow and the customer relationship.
- Venture Launches
Introducing tallybooks.ai
An AI bookkeeper and tax assistant for small businesses and the professionals who serve them.
- Studio Updates
How the studio runs a twelve week validation
What we test before we write production code, and the evidence that gets a venture funded.
- Thesis Notes
Market validated is not the same as market ready
Existing demand lowers risk on the problem, never on distribution, pricing, or retention.
- Venture Launches
Introducing goodrecords.ai
Records and compliance work, handled by software that can read every document it touches.
- Studio Updates
The shared engineering team, one year in
What rotating senior engineers across six ventures taught us about speed and handoffs.
Get studio updates
A short note when we launch a venture or publish something worth reading.