Matthew Kayser

For decades, a familiar idea shaped investment conversations: combining different types of assets and risk should balance itself out. The approach was simple enough to explain and scalable enough to manage across millions of portfolios. It became the backbone of how many people understood long-term investing, not because it guaranteed stability, but because it created a framework that was easy to repeat and trust.

The enterprise software model was built on siloed apps and integrations, and is beginning to show its age. According to a recent report, the average company now uses more than 100 SaaS applications, each with its own workflows, interfaces, and maintenance needs.

When people talk about the future of AI, they usually imagine bigger models, faster inference, and smarter chatbots. But what if the real breakthrough isn’t about intelligence at all, but coordination?