We believe in theory. The best businesses test theories about markets and people. This is done through observation, experiments, and research.

We theorize that:

• •The law of accelerating returns implies exponential artificial intelligence scaling.
• •Businesses will prefer service-as-software and buying outcomes over time.
• •Existing software companies have strong reasons to avoid self-disruption.
• •Most valuable data and workflows are now proprietary.
• •The effects of scaling AI will not be equally shared.
• •Current generation business models for building agentic systems will limit democratized low cost access.
• •If used well, markets can greatly influence cultural change.
• •Incentives best spur innovation in environments where ideas can connect.
• •That trust is the most important product of the future.
• •AI's greatest benefit is to liberate us from much of the knowledge labor we do today.

And, these theories are just that until proven otherwise.