Insights
Field notes from the diligence room.
What we keep seeing across engagements, and what it means for value — written for decision-makers, not just engineers.
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AI Diligence
How to tell real AI from a wrapper.
Every deck says "AI". Diligence asks the harder question: is there a real model, whose data trained it, and would the claimed moat survive a competitor with the same API keys? A field guide to separating genuine capability from positioning.
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