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Thinking in public.

Essays, market maps and diligence notes from the Manor X partnership. We write down what we believe so founders can decide whether we’re the right partner before the first meeting.

Featured essay · ThesisX

September 2026 · 8 min read

Workflows, not features: why the next software giants sell outcomes

Seat-based software captured the IT budget. AI-native companies are going after the labor budget, which is far larger. Here’s how we tell which ones will keep it.

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All writing

Sep 2026

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Thinking in public.

Workflows, not features: why the next software giants sell outcomes

All writing

Workflows, not features: why the next software giants sell outcomes

The agent is the new employee, and it needs an identity

Pricing the work: a field guide to outcome-based contracts

What “gets better with use” actually means in a diligence room

Evals are the new unit tests, and the new moat

Dual-use without the detour: building commercial first

Market map: vertical AI agents across twelve industries

Our quarterly letter on where the work is moving.