Zortix matched this thesis to Artificial intelligence ETFs as one way for retail investors to get exposure. Not a recommendation.
Linear as the agentic project management winner
The bull case made for Linear: it is the agent-friendly system of record for software development, uniquely positioned to manage the explosion of features and tasks created by AI agents building software 50-100x faster.
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You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.