Analysis and case studies on what survives when AI reshapes product development — and why the companies building on atoms have a window the rest will miss.
AI is eating product design from the bottom up. What survives is the judgment layer — and it's more specific than most people realize. Why the next decade of consumer hardware winners will be founded with a design co-founder, not an engineering-first team.
In 2014, the founders of Oura couldn’t make payroll. Ten years later, their company is worth $11 billion. The worked example of the design-as-cofounder thesis.
How long do builders of defensible hardware have before AI compression catches up? About one fund cycle. Here’s why that’s the right unit of analysis.