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AI trends, studio learnings, and portfolio updates.

ThesisApril 2026

Why European AI Studios Will Outperform Silicon Valley Wrappers

The next wave of durable AI companies won't be built by prompt engineers in San Francisco. They'll be built by domain-obsessed teams in Europe who understand regulation, enterprise buyers, and vertical depth.

ProcessMarch 2026

The Two-Week Prototype: What AI Agents Actually Ship, and What They Don't

A working prototype in two weeks is real and repeatable. A paid, deployed pilot in a regulated sector takes as long as the regulator takes — here's the honest breakdown of our build sprint, station by station.

StrategyFebruary 2026

The Regulatory Moat: How EU Compliance Becomes an AI Startup's Advantage

While US startups scramble to retrofit compliance, EU-native AI companies are building regulatory readiness into their DNA. Why the AI Act is a feature, not a bug.

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