Unique Insight

The more one approaches madness, the more one equally approaches the truth, and if one does not fall into the former, one must end up necessarily in the latter - R. G.

Architects are nibbling Software

Move over SaaS, there is a new software category in town

Thanos disintegrating, symbolizing the slow demise of traditional Software giants as AI-native software, called Agents, rise in prominence to replace them.

Ambition, Vision, Execution

Our investment thesis 

Modern wanderer above the Sea of Fog