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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 18, 2026·Investors·6 min read
Tuck-in versus new platform brand: how we decide which a deal is.
A real tuck-in requires customer, workflow, and data model overlap with the parent brand. Anything less is a new brand pretending to be a tuck-in. Cobalt Glacier's default is new platform — we'll protect operator continuity at the cost of headline synergies.
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May 10, 2026·Investors·4 min read
Concentration is the strategy: why a five-brand portfolio is the right shape.
Why Cobalt Glacier holds five B2B SaaS brands on purpose, what concentration buys us that diversification cannot, and the specific conditions under which we will add another.
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