Overture
August 2026
Note 03
What we are learning about AI and how software is made
Dear Investor, Dear Partner,
A note on agentic tools, the developer at formation, and why the stack is now a first-week decision.
From assistant to worker
Earlier AI was a conversational assistant. The systems we use now can take an objective, split it, edit a repository, run tests, and iterate toward a result. That is the difference between a demo and a residency that can ship.
We have seen this most clearly in software. A founder who can hold a problem in their head, and an environment that can hold the implementation, can put something in front of a customer before the week ends. The risk is no longer that nothing gets built. The risk is that the wrong thing gets built quickly.
Developers at Residency
That changes who we want in the room. Not only people with a finished idea. People who can operate: high agency, fast-moving, able to change their mind, prepared to commit if they find signal.
A developer who treats the tool as a junior colleague — specifies, reviews, discards — will outrun one who treats it as a slot machine. We will keep saying this until the work shows it: prompts are not evidence. Users and revenue are.
The stack
Cursor, OpenAI Codex and Vercel are used in Overture. Labels stay accurate: used in Overture, until a relationship is confirmed as ecosystem support or a technology partner.
Technology companies participate because formation is when new companies choose infrastructure. Credits, licenses and engineering time matter more in week one than a booth at a later event. We will write about usage when we have it — retained use after the residency, not a slide.
We will keep writing about AI because we will keep using it. We will not write as if the tool is the company. The company is still a founder, a problem, and a signal from the world.
With thanks
Overture
21 August 2026. Internal / investors and partners.