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Strategic analysis on the AI value chain, Venture Capital trends, and the new mechanics of modern business.

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Latest Deep Dives
AI Strategy

The Unit Economics of AI Wrappers

Why most GPT wrappers will go to zero, and where the real margin is hiding in the generative stack.

Jan 5 • 8 min read
 Venture Capital

The M&A Supercycle

With rates stabilizing and cash piles growing, we are about to see a massive consolidation in SaaS.

Jan 2 • 12 min read
 Engineering

Agentic Workflows

Moving beyond "Chat": How autonomous agents actually execute code and why it changes architecture.

Dec 28 • 15 min read
Market Notes

🦄 The "Solo Unicorn" Thesis

With tools like Cursor, the cost to build software is plummeting. We will see the first one-person unicorn by 2027.

📉 Multiple Compression

Revenue multiples are back to 2015 levels. Efficient growth (Burn Multiple < 1) is the new king.

🤝 Micro-Acquisitions

Spike in sub-$5M exits for niche AI tools. PE firms are rolling up verticals while Big Tech watches.

The AI Toolbelt

A curated database of the best engineering tools. No fluff, just the stack you need to build faster.

Browse the Stack