Manfred Lueth

The Assumption Founders plan across borders on a premise they rarely state out loud: that rule of law and arm's-length enforcement bind reliably — that treaties, alliances, and single-market law hold even for the most powerful actors, and even when honoring them is inconvenient. But this predictability

This has been in the news all week: Lufthansa's first Starlink-equipped Airbus goes live in exactly one week, on August 19. Good moment, then, to ask a question business usually skips before the champagne — which risks did we just make invisible? Let's start with Lufthansa.

1. The Case Call her the Case, because the pattern isn't hers alone. Four-person team, B2B SaaS, pre-seed. In May, the plan was disciplined: a twelve-week validation sprint, June through August, ten completed interviews a week — 120 in total. Enough breadth for a B2B segment

Yesterday, Apollo's chief economist Torsten Slok posted in his daily spark newletter four reasons the United States remains "the best place to build a company": easier access to capital, a bigger market, a labor market that lets firms resize quickly, and lighter regulation that lets companies

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 5 takes that gap from one specific angle: more options is not less uncertainty.

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 5 takes that gap from one specific angle: more options is not less uncertainty.

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 4 takes that gap from one specific angle: the demo closes one argument and

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 3 takes that gap from one specific angle: friction was a forcing function. Each

This newsletter is a six-part sequence built on one anchor: AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Perspective 2 takes that gap from one specific angle: specification accuracy is not problem accuracy.

This opens a six-part sequence built on one anchor (Perspective 1) AI is compressing the prototyping cycle — but faster technical iteration without parallel commercial assumption-testing doesn't reduce risk, it accelerates the gap. Each edition puts one assumption under the knife. None of them end with a