We were lucky. We got to lead GoTyme's AI transformation end to end, taking the bank from almost no AI to deeply AI-native: a team of 37 AI engineers and more than 70 agentic systems in production across the org. We were given real room to experiment, made plenty of mistakes, and learned an enormous amount. Now we want to do it again, and get other companies there faster.
What stayed with us was the distance. The gap between the people using AI well and everyone else has become enormous: the top 1% of engineers now ship 46x more code than the median. It began in software, but it's spreading fast. Anthropic, worth hundreds of billions, ran its whole growth marketing with one person.
The businesses that win, we think, will get two things right: their people directing teams of AI agents, and the data and systems underneath that compound as the models keep improving.
And the same shift lets us go further. Pairing deep domain expertise with AI, we can start whole new companies in months. Building those alongside the people who know a market best is what excites us most, and why Descent exists.