Jan 4, 2026
Consolidate theses: merge Context Graphs, remove Pattern Lab
- Merged Context Graphs content into AI Knowledge Work thesis (v3.0) - Added Context Graphs section with Foundation Capital attribution - Deleted context-graphs.md and pattern-lab.md thesis files - Updated ai-rollups.md to remove pattern-lab connection Now 6 theses: AI Knowledge Work, AI Rollups, Reshoring, Inflation, Demographics, US-China 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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Jan 4, 2026
Add AI Rollups thesis
New thesis covering the PE/VC playbook of acquiring traditional businesses and transforming them with AI for outsized returns: - General Catalyst's $1.5B dedicated fund - Buy at traditional multiples, exit at AI-native multiples - Target: labor-intensive services businesses - 24-36 month arbitrage window 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
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