PMF /evals
An obsessive deep dive into AI-native PMF. Ft. interviews with founders, operators, and investors finding the new truths of PMF. Every other Thursday.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 1, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 14, 2026
Latest issues
The neofirm challenging India’s IT (opens the original)
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In October of 2025, Bessemer Venture Partners published a roadmap for how AI would upend India’s $264 billion IT services industry. Among the many factors listed was the rise of challenger — AI-enabled services — firms; or as we discussed in our latest post, neofirms.It concluded with a d
Neofirms: Between SaaS and Services (opens the original)
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When Dakotah Rice and Tushar Nair started, it was with the intention of building an AI tool for insurance brokerages. They spent months applying for insurance jobs on Indeed, getting inside brokerages, learning the processes and the problems, before pivoting away from the tool and starting their own brokerage called Harper.A narrative violation. This was typically the moment where you would build a tool to sell to vendors; not become
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