Trey Heath

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Practical AI for mid-market operators. From inside the work.

19 Jun · 2026

AI-native firms aren't smaller. They're pointed differently.

INSEAD ran a controlled trial on 500+ AI-native startups. The winners didn't have fewer people. They had the same team pointed at different work, and they raised 39.5% less capital to get there. That last detail is the one most commentators skipped. The study ("Mapping

25 May · 2026

The only winners of AI are inside the arena

The first AI chatbot we built for SouthWorth ingested 60-page financial docs into a local vector database via a RAG workflow. It was magic. It was also never used. We started Cosmos Holdings because we think AI is the most consequential technology shift since the internet, and almost everyone