Beliefs
Notes from founders
May 2026
We're not betting on the layoffs. We're betting on the laid-off.
Most large companies are doing what they were built to do: protect the quarter, hold the margin, manage risk. People are the biggest line on the spreadsheet, and AI looks like the way to lower that line. So the layoffs come. That isn't malice; it's institutional.
We think the cost-cut produces the competitor. The skilled people getting cut today, with AI as a multiplier, are the same people who'll start the companies competing with their old employers eighteen months from now. Same AI, deeper understanding of the incumbent's weakness, none of the institutional drag. Money will move from mega-corps to smaller, AI-wielded businesses run by individuals.
Don't take the next job at another company doing the same math. Find one running on agentic systems, or build one yourself. The pull toward the next big-company offer is strong. It's also where you'll spend two more years doing the job that just got eliminated.
Don't optimize to be an employee inside a department. Optimize to orchestrate departments. The skill that compounds is being the person who can wield AI across functions to do what used to take a team. Not being a great IC inside any one of them. That's the role that survives the decade.
AI agents are the new economic actors.
The customer most builders should be thinking about now isn't a human shopping with AI in their pocket. The new buyer is the agent itself: signing up like a user, holding a balance, picking between providers, paying without rage-quitting your onboarding. Stripe knows this. Visa knows this. The companies that don't will find out the hard way.
Build for agents as customers, not as a feature for humans with AI helpers. The biggest companies of this decade will be the ones who built natively for agents.
We're hiring. Click here. Show us what you've built. Link a repo or a demo. No degree required.