AI agents just crossed the threshold where they can write production code reliably — given a tight specification and a strict validation harness. That is a new capability, and it will be table stakes within roughly eighteen months.
Every legacy SaaS category — categories built a decade ago on tooling that predated AI — is exposed. A smaller, faster, better-designed rewrite is possible in weeks, not years. The incumbents cannot rebuild themselves on the same timeline.
Our first target is a multi-billion-dollar category growing at double-digit rates annually, where the current leaders are legacy codebases. We're one of a small number of teams positioned to capture this window. Our bet is that design quality decides who wins the vertical.
The thesis, in one linePick a painful, document-heavy workflow. Wrap a model in a tight, beautifully designed product. Charge for the experience — not the compute.