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Introducing the Emergence Rate
Our Proprietary Framework for Measuring AI Evolution
Apr 30, 2025
10
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The AI Roll-Up Trap
Why AI-native services are built, not acquired.
Jun 10
3
Should Your SaaS Company Become a Services Business?
If you can deliver the work, why sell the tool?
May 6
12
Skip the boat. Sell the catch.
Here’s what the fishermen figured out.
Apr 1
4
Outcomes > Seats. AI Enters Its Operating Phase
AI-Native Services are redefining finance, insurance, construction, and production systems
Mar 5
3
A Team Built to Win Big. Also Inside: A Turning Point For Open-Weight AI models.
Teams and systems that hold up under pressure
Jan 30
2
The AI Hype Cycle Is Over. Plus, The Search For Leonardos And Our Year In Review.
Our partners on the hard truths and the biggest opportunities coming in 2026.
Dec 22, 2025
6
The Only AI Moat That Matters. Plus, Why Hinge Matches Don’t Equal ARR
Why the next wave of AI winners will build systems, not wrappers
Nov 24, 2025
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