Writing
Thesis & notes.
Short on ceremony.
Essays on AI venture studios, building companies from zero, and backing founders at one—written for operators who want signal, not noise.
What is an AI venture studio?
How an AI venture studio differs from a classic VC fund or accelerator—and why company building from zero is becoming a serious model again.
ReadBuild at zero. Back at one.
The Baus thesis in plain language: why we incubate AI-native companies from first principles and invest early when exceptional founders are already in motion.
ReadWhat we look for at pre-seed
A practical take on pre-seed AI investing: non-obvious insight, proof of agency, and teams that can turn conviction into customer reality fast.
ReadBefore it is state-scale
Why we get involved before a system looks like infrastructure—and why a studio belongs in those years.
ReadA map for leaving the screen
Five places intelligence has to become a system. How Baus reads compute, agents, biology, energy, and control at zero and one.
ReadLab teams, not lab coats
The companies that become infrastructure are usually a handful of people with a closed loop. What that looks like at pre-seed.
ReadStudio vs accelerator vs fund
When an AI founder should pick a studio, YC, or a check—and when Baus is the wrong room.
Read