How we think, in public.

Field note · 2026-06-12AI and growth are one system, or they are theatreA model in the product and a media account on the side is not a strategy. The companies that compound treat intelligence and demand as the same loop.
Chain · 2026-04-02A Web3 product still has to find a marketOn-chain architecture is not a go-to-market. The teams that last treat the ledger as infrastructure and the audience as the actual problem.
Presence · 2026-02-18Built from Jakarta, read in LondonHeadquarters in Southeast Asia is not a cost story. It is a timezone-and-craft story — if the work is held to the same standard as the offices it serves.