Weekly
One thesis per week, explored fully. No roundups. No AI hype.
The End of Subsidized AI
The subsidy era is ending. The intelligence era is beginning. Mike Molinet & Govind Kavaturi break down what Claude dropping token subscriptions and Anthropic's Mythos model mean for every builder's margins and strategy.
The Human At The Edges
Not everywhere. Not nowhere. At the edges. Mike Molinet & Govind Kavaturi explain where humans belong in AI workflows — intent, verification, and exceptions. The middle is the machine. The edges are you.
Stop Selling AI
Sell the outcome, not the motor. Everyone is screaming 'AI-powered' — users are tuning it out. Mike Molinet & Govind Kavaturi explain why the best builders sell clean floors, not electric motors.
Trust Is The New Moat
Your users are humans and agents now. Both demand reliability. One is less forgiving. Mike Molinet & Govind Kavaturi break down why trust — reliability, security, transparency — is the new competitive moat in the agent economy.
The Launch Economy
1 million products will launch. 10,000 will hit $1M. The filter is distribution.
The $100M Solo Founder
The grind behind the highlight reel. Maor Shlomo hit $100M ARR as a solo founder using AI tools. Mike Molinet & Govind Kavaturi break down what it actually takes — agentic debt, context switching, API research, and the steady state goal.
Your Next Customer Is an AI Agent
The biggest shift in how humans live since the smartphone. AI agents will run daily life for 7 billion people. Mike Molinet & Govind Kavaturi explain why builders should create the infrastructure — APIs, specialized agents, and trust layers — for the agent-powered future.
The Professional Athlete Mindset
The game changed. Most people haven't noticed. The builders who win treat their craft like professional athletes treat training. John Gleeson, VC at Success VP, reveals why shipping daily is the only moat left.
Stop Automating. Start Eliminating.
The best automation is elimination. You see manual work. You build automation. But what if the work shouldn't exist at all? Paul Irving, VC seeing patterns across 100+ companies, reveals why elimination beats automation every time.
Why Smart Operators Are Still Doing Dumb Work
Katie West knows exactly what she needs. Nobody's built it yet. Here's your chance. Mike Molinet & Govind Kavaturi interview operators about expensive problems worth solving.
The AI Builder Opportunity
Most builders think the opportunity is "AI makes building faster." It's not. Read Vol 1 of The Builder Weekly — Mike Molinet & Govind Kavaturi interview operator-builders about expensive problems worth solving.