Thesis Evolution

Watch how our editorial thesis evolves as we discover new patterns and evidence

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Founders Who Build vs Founders Who Pitch: Why the Gap Is Getting Wider

The AI era rewards founders who can ship. Everyone else is competing for the...

The Apple Playbook: How to Get Into Enterprise Through the Consumer's Pocket

The iPhone didn't get into enterprise through CIO meetings. It got in...

From Florence to Silicon Valley: What Renaissance Patronage Teaches About Building AI Companies

Renaissance Florence wasn't built by inventors — it was built by the people...

Win a Tiny Market First: The Beachhead Strategy Nobody Has Patience For

VC says 'go big.' Market reality says 'go deep.' The founders who dominate a...

Patents for AI Startups: When They're a Moat and When They're a Waste of Money

24 provisional patents and counting. Here's what we learned about building...

Building in Public: When It Helps, When It Hurts, When It's Just Ego

The honest case for and against. From someone who ships code, not just...

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