Insights

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The 90% Failure Curve: What Stripe, Airbnb, and Amplitude Knew About Product-Market Fit That Most Founders Miss

A data-backed breakdown of how Stripe, Airbnb, and Segment survived early chaos reveals that the founders who reach PMF aren't the most prepare, they're the most evolvable.

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Lena Hart
Strategy
May 29, 2026
Latest insights

The thinking behind the work

Industry
May 13, 2026

Growth Breakdown: Hyperliquid — From Post-TGE Low to 1.4M Users & $5B TVL

A deep-dive on Hyperliquid's RWA flywheel, and how it achieved explosive growth from 300K users to 1.4M+

Mark Elliot
Strategy
April 28, 2026

Web3 Growth Playbook: How to Drive Viral Spread and Explosive Growth

From late 2024 to 2025, the crypto primary market welcomed a new leader...

Sophie Dubois
Industry
April 27, 2026

2026 Q1 Crypto Industry Report: After the Market Sell-Off, Where Is the Industry Headed?

Against the backdrop of tightening macroeconomic conditions and escalating geopolitical tensions, the entire industry exhibited clear signs of contraction and structural reshaping.

James Calloway
Article
April 16, 2026

Who Is Really Driving the Nasdaq to New Highs?

A deeper analysis of index weighting, volatility indicators, and sector rotation reveals that this upward move is actually being driven by a combination of three key forces...

Mark Elliot
Industry
March 9, 2026

Is the App Era Ending? OpenAI Is Reimagining the Smartphone

As this capability converges with the most important personal device we own—the smartphone—a quiet but profound shift is underway: a redefinition of the “primary computing interface.”

James Calloway
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Podcasts, interviews and media

Fireside Chat with Wesley Xia: Future of Web 3.0, Blockchain, and Metaverse - Wesley Xia, Pat Yiu

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Interview

Google Brain Scientist & $1B Quant Bill Sun: The Truth About AI’s Future on the Uncommon Consensus.

What happens when a Google Brain researcher manages a $1B Wall Street portfolio and then leaves it all to build the future of AI Agents?

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Interview

The Rise of Machine GDP (MGDP) with Arpan Beep AI | Uncommon Consensus

In this video, Arpan, an entrepreneur and founder of Beep AI, discusses the emergence of Agentic Finance and the future of the machine economy. He shares insights from his 20-year career in Silicon Valley and explains why he is building a financial stack specifically for AI agents.

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Podcast

Fireside Chat with Wesley Xia: Future of Web 3.0, Blockchain, and Metaverse - Wesley Xia, Pat Yiu

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Build beyond the current cycle

Markets move. Interfaces evolve. Incentives shift. What endures is structure. If your ambition extends past momentum,

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