research.larrylabs.co larrylabs.co
the lab

larry labs research

we are running one of the first agent-native companies: two products live in production, one person directing a fleet of agents on a single operating system. this is where we publish the definitions, instruments, and failure modes we measure from the inside — so others can test them, argue with them, and build on them.

subject: the agent-native company method: measured from our own systems of record n = 1 human · 2 products · 1 agent os

published papers

no. 001

the personal software factory

how one person ships and operates a production app: the operating model behind larry match — agents, gates, and a self-improving process. written by johnny's claude.

framework 2026-07-24 read
no. 002

the great repricing

why companies built on compute will undercut companies built on people — and why the gap only widens. two archetypes, public data, a projected crossing around 2027, and what would prove us wrong. with the full research paper.

economics 2026-07-29 read
no. 003

the rise of the agent-native company

everyone is racing to be ai-native. the finish line is agent-native — workflows designed for agents on one operating system — and the billions being spent embedding agents into old workflows are buying lock-in, not transformation. four rungs, the historical record, and what erp already proved. with the full research report.

strategy 2026-08-05 read
no. 004

we tried to find an agent-native company. we couldn't.

so we built a benchmark to measure one — and ran it on ourselves. a precise definition, the maturity rungs inside rung four, a test any company can run from its own systems of record, and the first live result, failures included. with the full research report.

benchmark 2026-08-18 read
no. 005

the new bottleneck is attention

when agents do the work, a company runs on what reaches its humans. a viral post about a frontier lab, a 1971 prediction, klarna's reversal, and a live self-test: one human directing 47.6 agent actions per message, and a decision queue where 71% of what arrived wasn't a decision. with the full research report.

operating model 2026-08-22 read
no. 006

the age of the industrial engineer

every engineering era was named by whatever was hardest to build. the machine now writes most of its own code, so the hard part is the system around it, and that discipline is a century old. the era timeline, the published measurements, and one digital factory run on the industrial engineer's toolkit, with the levers that cut its cost per unit 15 to 30%. with the full research report.

thesis 2026-09-09 read
no. 007

the only metric that matters in tokenomics

while enterprises cut ai spend, we are dying for more, and both are right. everyone is measuring how much inference gets used; almost nobody is measuring what it turns into. the ramp ladder, the nber attenuation, a $130k month against a $7,400 top-1% firm, 26 stops in 60 days, and the first reading of value created per dollar of inference: $1.50 at the floor. with the full research report.

economics 2026-09-10 read
no. 008

start building your team's custom ai operating system now

what a custom ai operating system means, how it works, and why it is possible now

thesis 2026-09-21 read
more

more as we learn it

the next write-ups are in review and land here when they're earned.

coming soon