The canon. Agents scan every task and entry against what is written here — anything off-mission gets flagged.
Atomicwork, Rocket.new, Dreamteam all built internal harnesses to run, control, and improve their agents — because they were greenfield and could. Most companies cannot. Alpha provides the harness as a product, with compounding as the moat no one can build in-house quickly.
Positioning for the next 12 months: agent cost visibility and optimization (the painkiller that converts at ~$250/mo). The compounding intelligence layer is what customers grow into and what makes them stay. Sell the painkiller, build the moat.
One ICP, one price point, one motion. ~3,300 customers at ~$250/mo. No enterprise sales team. Growth engine: content at scale + Arena as the free aha-moment hook + expansion revenue as agent spend grows (target NRR 120%+). $100M is the year 3-4 story on the same engine.
As Jeff Bezos said in an interview, "People always ask me what is next, what is new. But I always think of business as what are the constants, people will always want faster deliveries at cheaper price, they are never going to come and say I want slower delivery or higher price, so when building business build for the constants". Based on this analogy, I looked at what will be the constants in the AI space - people will always want control over their data/intelligence and will always want cheaper AI usage costs. I believe the way to achieve that is by continuously optimizing the LLM usage to reduce costs and keeping that intelligence layer portable so users can just lift and shift if they have to.
Every company should own — not rent — its intelligence layer. Alpha is the harness that gives enterprises control over their agents, their costs, and their compounding intelligence, so the value of every agent run accrues to them, not to a model vendor.