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Indexes And Watchlists

Roundups, watchlists, and indices that map the categories worth watching.

The Intelligence Index names the people, companies, themes, and market angles worth tracking before broader consensus catches up.

Frequency

Quarterly and special issue based.

Format

Curated lists, rankings, and watchlists with editorial context.

Value

A structured view of which companies, founders, and categories matter right now.

Five AI-Native Companies Repricing the Categories They Are Entering
Intelligence IndexJune 9, 2026 · 7 min

Pricing

Five AI-Native Companies Repricing the Categories They Are Entering

These are real, currently-operating AI-native companies whose pricing decisions have been publicly explained by their founders or executives. Use this list as a reference for how AI-native pricing actually looks when founders own it.

Read the full piece →
Intelligence Indexes

Latest Indexes

The most recent indexes and watchlists, mapping the categories and companies worth tracking.

Index Archive

Previous indexes covering the companies, founders, and categories that defined each quarter.

01Feb 25, 2026

Intelligence Index

Founders Who Said No, And Built More Because of It

Some of the most consequential founder decisions in the last two decades were refusals. The offers that got declined, and what the founders built instead, reveal more about long-term judgment than any deal that closed.

Founder Decisions9 min
02Jan 14, 2026

Intelligence Index

The Acquisitions That Changed Modern SaaS

The most consequential acquisitions in SaaS history are not the ones with the biggest price tags. They are the ones where the deal changed the competitive structure of the category permanently.

Market Signals8 min
03Jan 7, 2026

Intelligence Index

Vertical SaaS Founders Who Owned Their Category

Vertical SaaS is the most defensible software category on the market. These are the founders who identified underserved industries, built deep enough to be irreplaceable, and created the category-specific moats that horizontal players cannot acquire their way into.

Market Signals9 min
04Oct 8, 2025

Intelligence Index

5 Founders Who Got Fired From Their Own Companies and Came Back Bigger

Getting pushed out of your own company is the kind of thing that ends most founder careers. For these five, it was the inflection point that made them.

Founder Profiles9 min
05Oct 1, 2025

Intelligence Index

The 10 Most Influential B2B Founders of the Last Decade

From the product-led growth movement to the modern data stack, these are the B2B founders whose decisions shaped the industry playbook every company is now running from.

Founder Profiles11 min
06Sep 24, 2025

Intelligence Index

Top 5 Founders Who Bootstrapped to $100M+

The conventional wisdom says you need venture capital to build a meaningful company. These five founders built to $100M+ in revenue without taking a dollar of outside equity, and the decisions they made because of that constraint are worth studying.

Founder Profiles10 min
What an index should do

How this section earns its place.

An index works when it does more than collect names. It should reveal a structure, a logic, and a reason the reader should care.

01

Curated, Not Crowded

The list has to make a judgment, not just gather examples.

02

Structured

A reader should quickly understand why the entries belong together.

03

Reference-Grade

The best indexes keep getting cited because they framed the category clearly.