Insights
Field notes from the build
What we learn shipping software, AI and automation for real businesses — written by the partners who did the work. No ghostwriters, no thought-leadership filler.
Strategy · Jun 2026Build vs. buy is the wrong question. Ask what compounds.SaaS you rent depreciates the day you sign. Software you own can compound like the rest of your balance sheet — if you build only the right things.9 min readAI · May 2026Why most enterprise AI pilots die — and the three that didn'tThe pattern behind failed pilots is always the same: no metric, no evaluation set, no owner. Here's what the survivors did differently.12 min readPartnership · Apr 2026Software for equity: how we price risk we're willing to ownThe mechanics of our equity deals — how the estimate becomes a valuation input, and why the hybrid structure usually wins.8 min readAutomation · Mar 2026The spreadsheet layer: finding the six figures hiding in your opsEvery company runs on a hidden layer of spreadsheets and re-keying. How to price it in hours and salary — and when to automate it.7 min readEngineering · Feb 2026Boring technology is a luxury goodWhy proven stacks are the premium choice — and why your novelty budget belongs in the product, not the infrastructure.6 min read
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