Obsidian is the intelligence layer for AI founders, investors, and strategy teams. Every morning: who raised, who shipped, who's hiring, which models are gaining share — and the strategic openings hiding in the noise. Not another newsletter. A decision engine.
02 · Operational Surface · Z04
The signal feed and pipeline activity below are live reads from the production database. The relationship graph panel is an illustrative preview — the live, interactive graph is available to operators on the console.
03 · Doctrine
Bloomberg told you what happened. Obsidian tells you what to do about it — which competitor to watch, which founder to call, which feature just became table stakes.
New rounds, stealth exits, exec departures, and who just started a company — filtered to your thesis, not everyone's.
GitHub velocity and model-release tracking across OpenAI, Anthropic, and open source — the day a feature becomes table stakes.
Market gaps, feature gaps, and acquisition targets synthesized nightly. "Four startups entered AI accounting. None support compliance."
Every claim traces to source signals. Defensible, exportable, immutable — bring it to the partner meeting.
04 · Deployment · Tier-1 Intake
Onboarding is capped per wave to keep the signal high. Tell us your thesis or your stack, and the Archivist will open your watch when the next slot clears.