What we’re learning while building validated businesses out of early-stage ideas.
Benedict Evans's latest platform-shift analysis maps where AI value accrues. We recognized the terrain because we'd already built the proof.
And why most of what you're seeing on LinkedIn is snake oil. What it takes to build a system that actually conducts research, from someone who built one.
The expensive mistake is always the same: committing before testing. Why the studio model exists, in one post.
Massive spending fueled by fear, revolutionary technology becoming a commodity, hype coexisting with shallow adoption. Five truths that cut through the AI noise.
A synthesis of Benedict Evans's AI Eats the World: the capex surge, model commoditization, the deployment gap, and where value ultimately settles.
How Frontier Founders should reconfigure development teams: delegation and review, value capture up the stack, and the Jevons Paradox as a growth engine.
