Archive - Compounder Lab

Sierra: The Agent OS for Customer Experience

The company wants to become the layer where enterprises encode “how we treat customers,” and then let AI execute and improve it.

17 hrs ago • Marvin Vista

Stripe/Bridge/Privy/Tempo | Stablecoin Stack

Stripe’s crypto business has effectively consolidated into a stablecoin-first money movement stack built around four components:

Jan 23 • Marvin Vista

Stablecoin and the Civilian Incentive

People respond to the environment they’re in, not the environment policymakers wish existed.

Jan 20 • Marvin Vista

TSMC’s Compounding Machine (And What Could Interrupt It)

The reinvestment math, the learning curve, and the geopolitics.

Jan 18 • Marvin Vista

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