Foundry theses

Convictions made specific enough to challenge.

A thesis is not a prediction dressed as certainty. It is a working explanation of what has changed, why existing solutions are insufficient, and where a new company could matter.

We revise our theses when evidence demands it.

T-01

Artificial intelligence

Software becomes labor

The next software companies will not merely organize work. They will perform meaningful portions of it.

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T-02

Coordination infrastructure

Networks become operating systems

High-value networks create more value when relationships become structured, persistent, and actionable.

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T-03

Company infrastructure

Small teams reach institutional scale

AI, embedded services, and programmable operations are changing the minimum team required to build a global company.

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T-04

Global commerce

Trust infrastructure for borderless business

Cross-border companies need programmable ways to establish identity, context, accountability, and commercial confidence.

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Disagree usefully

The best collaborators improve the thesis before they join the company.

Send us evidence we have missed, a market structure we misunderstand, or a customer problem you have lived closely enough to see differently.

Challenge a thesis