is a venture studio that partners with industry experts who have deep domain knowledge to build companies in high-friction, low-efficiency markets.
Our operating thesis is that since GPT-o1 / Sonnet 4 / Opus 4 (circa-2025), the economics of software has completely inverted, and the cost of execution has collapsed. This displacement has placed a massive premium on unique industry insights, and redefined the core defensibility of software startups. Because any technical product can now be rapidly replicated, the true competitive moat is distribution advantages, proprietary workflows, and deep domain trust possessed only by long-tenured industry insiders.
Therefore, 's focus is centered on high-friction, low-visibility markets that are defined by domain complexity and tacit knowledge. We partner with industry veterans to systematize their expertise into software & hardware businesses. Because these unglamorous verticals require decades of operational scar tissue to navigate and sell into, they remain heavily insulated from traditional VC-funded companies. steps in as the co-founding engineering team to absorb all technical operations, allowing our partners to focus entirely on leveraging industry relationships, validating workflows, and securing early revenue.
As we continue with 2026 and unto 2027, we are currently incubating several new ventures.
— Felipe Fariacontact@2xf.org