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Notes on building for the long clock.
Essays on building AI-native SaaS inside a studio, unit economics, and what we're learning building our brands.
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June 20, 2026·Investors·4 min read
Capital allocation inside an AI venture studio.
Reinvest, build a new brand, reduce debt, distribute. The four legitimate uses of portfolio cash flow, the default ordering Cobalt Glacier holds to, and the annual written argument that keeps allocation decisions honest over decades.
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May 9, 2026·Investors·6 min read
How we underwrite a new brand for a 25-year hold.
Three filters every brand idea has to clear before we greenlight it, what changes when the hold period is twenty-five years, and why the discipline is in the ideas we walk away from.
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