Week 1 · Essay
Coming · Week 1 · Jul – Aug 2026
The macro case for Generative AI Applications
Why now — the tailwinds, policy shifts, and capital flows we're reading.
SECTOR · 02
Coming nextGenerative AI Applications
Foundation models commoditise fast. The lasting value sits in the application layer that owns the workflow.
45-day editorial cycle
Jul – Aug 2026
W1
Macro
W2
Unit Econ
W3
Landscape + Interview
W4
White Spaces
W5
Flagship Report
W6
Recap + Panel
The essays.
Five essays · Monday mornings
Week 2 · Essay
Coming · Week 2 · Jul – Aug 2026
The unit economics of Generative AI Applications
Margin structure, capex, payback, and the shape of a 10x winner.
Week 3 · Essay
Coming · Week 3 · Jul – Aug 2026
Landscape map of Generative AI Applications
Incumbents, challengers, recent funding, M&A, and strategic moves.
Week 4 · Essay
Coming · Week 4 · Jul – Aug 2026
Where the next winners will emerge
Unsolved problems, contrarian theses, and what's being mispriced.
Week 6 · Essay
Coming · Week 6 · Jul – Aug 2026
Recap & revisions
What we learned over six weeks. What we got wrong. Where we stand.
The big one.
Week 5 · 30 pages · free, no email gate
Coming Week 5 · Jul – Aug 2026
The Bottomline Generative AI Applications Report
A 25–40 page PDF — full sector breakdown, Bottomline Scorecard, teardowns, white-space theses.
Reserve a copy →On camera.
Two conversations · 25–45 min each
Week 3 · Operator Interview
Operator interview
A 25-45 minute conversation with a founder or operator inside the sector.
Coming · Week 3 · Jul – Aug 2026
Week 6 · Panel Discussion
Panel: Where we might be wrong
A debate-format conversation on the assumptions we're making.
Coming · Week 6 · Jul – Aug 2026
Building in Generative AI Applications?
Three lines is enough. Real revenue, real customers, real numbers. Get it in before this cycle wraps — we're paying close attention right now.