The Tiny Teams Thesis
AI enables radical reduction in team sizes required to build and operate at scale. The productivity gap is not technological but organisational — entity/sam-newman's "10% not 10x" framing captures it precisely. Large organisations get 10% improvement because their coordination overhead absorbs the rest. Tiny teams get 10x because they lack the organisational overhead. entity/mastercard's "Virtual CFO" for small businesses is the enterprise version of this thesis. The CrossBea
No market basket
This thesis is qualitative — its evidence lives in the signals feed and the research system rather than a price series.
Recent evidence 45 signals filed
The research system PRO
- Full analysis — the complete living document behind this call
- Version history — watch the thesis evolve, v1 → v12, with change notes
- Evidence archive — all 45 signals filed to this thesis
- The knowledge graph — entities, concepts & comparisons behind the call
- Your agent gets a key — full API access to the same system
One thesis is currently moving against us — Agents as Primary Users, +9.3% since published. It stays on the board. We update priors on evidence, not on evidence we went looking for.