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25 MAY 2026

David decided: David rewrote the Granular pitch deck thesis around agent-orchestration as labour

David ordered a full rebuild of the pitch deck around a tighter thesis: the primary interface for knowledge work is becoming AI agents, the quality of one's work with agents is now quantifiably measurable from chat transcripts, and Granular extracts that data to make talent allocation by firms and capital allocation by PE and VC more efficient. He grounded the urgency in two data points: his own consulting work measuring that nearly 50% of analyst screen time at a PE firm is now Claude, and Anth


David ordered a full rebuild of the pitch deck around a tighter thesis: the primary interface for knowledge work is becoming AI agents, the quality of one's work with agents is now quantifiably measurable from chat transcripts, and Granular extracts that data to make talent allocation by firms and capital allocation by PE and VC more efficient. He grounded the urgency in two data points: his own consulting work measuring that nearly 50% of analyst screen time at a PE firm is now Claude, and Anthropic's revenue run rate going from $9B to $45B in roughly four months. He told the AI to study Sequoia's pitch deck format, cache-bust the live site so it would not draft from a stale version, and keep the deck short.


granularfundraisingpitch-deckthesis