Founder's Letters
Annual reflections on the work.
Once a year, a letter on the state of the business, the state of the thesis, and the state of mind. Written for investors, partners, and anyone else paying attention.
Every company gets to decide how it will communicate with the people who care about what it does. Most companies choose press releases. Some choose Twitter threads. A few choose letters.
This is ours.
Annual Letters
Archive
2025
“The Wheel of Time turns, and Ages come and pass, leaving memories that become legend…”
Read
2026
Forthcoming at year end.
Soon