What makes an AI-native company?
Using AI is not the same as being built around it. A working definition, and why it matters for company design.
Insights
Essays on venture creation, AI, company building and judgment. The first pieces are in preparation — we will publish when they are worth reading.
Venture CreationAICompany BuildingJudgmentMarketsProductFounder Lessons
The economics of micro venture studios
Why a small studio with external leverage can change the cost of learning whether a company should exist.
Ideas are cheap. Evidence is expensive.
AI has collapsed the cost of generating ideas. It has not collapsed the cost of knowing which ones are true.
Why AI changes company formation
What changes when research, prototyping and analysis cost a fraction of what they did — and what does not.
The case for smaller venture teams
Fewer people, clearer decisions, faster experiments. The argument for building small on purpose.
Conversations
If one of these questions is live for you, we would rather have the conversation than wait for the essay.