Pipeline
The New Vermont-to-Southeast-Asia Founder Pipeline
An unusual but increasingly visible career arc: practitioners who cut their teeth inside small US Northeast operating businesses, then base their second-act companies in Southeast Asia.
Issue
May 20, 2026 to June 30, 2026 · 6 pieces.
Pipeline
An unusual but increasingly visible career arc: practitioners who cut their teeth inside small US Northeast operating businesses, then base their second-act companies in Southeast Asia.
People & companies
The loudest public skeptic of agentic AI took the highest-paying agent job. Read against Anthropic's $2.5B Claude Code run-rate, the move is more interesting than the controversy.
Org design
Ramp posted the first one. HBR endorsed the restructure. Roughly half the Fortune 500 has run a version of the experiment. The job title is the org-design story underneath.
Regional
A long-stay visa, a January summit, and a small but real local AI stack are converting Chiang Mai from a digital-nomad waystation into a founder cluster with a stable supply of senior operators.
Markets
Cursor, Cognition, Lovable, Replit, and Devin closed the seven months that re-priced an entire stack layer. The numbers, in one place, and what they imply for what gets built on top.
Comparative
Five agentic operating systems, read against each other for the load-bearing design choices that distinguish a real OS from a chat wrapper.