Cases
Why it ended. The thread that named it. Then the file. Not a eulogy.
5 sat · 2 queued
Case 01 · Wearable
+4The pin never left the phoneHumane raised more than $230 million to replace the smartphone with a $699 lapel and a $24 T-Mobile line. In February 2025 HP bought CosmOS, the patents, and the people for $116 million. The pin was not in the deal. Ten days later the servers went dark.2018–2025 · Sold for parts · 18 Feb 2025
Case 02 · Agents
+1The lab stayed. The company didn’t.Adept trained agents to use software. In June 2024 Amazon hired David Luan and the co-founders onto Rohit Prasad’s AGI team and licensed the models. The rump company was told it would keep operating. Semafor later sat the missing column: investors were paid back.2022–2024 · Talent license · 28 Jun 2024
Case 03 · Lab
Case 04 · Freight
Today is your last dayConvoy marked a freight brokerage as a software company. Bezos and Gates on the cap table. $3.8 billion in April 2022. On 19 October 2023 Dan Lewis told the remaining staff the sentence. No severance. Options at zero. Two weeks later Flexport bought the stack and called the price modest.2015–2023 · Shutdown · 19 Oct 2023
Case 05 · Gadget
+1A phone in a boxRabbit sold an orange $199 pocket computer at CES 2024. The pitch was a large action model that used your apps for you. Marques called the review barely reviewable. Mishaal Rahman put the interface on a Pixel 6a the same week. The company is still a name in 2026. The device thesis ended on the review desk.2023–2024 · Thesis sat · 30 Apr 2024
Queue
Named. Not yet a file.
Queue
Character, the talent
Google hired the founders. The app stayed. Same year as Inflection and Adept.
Queue
Fast, the checkout
One-click checkout. $100M+ raised. Overnight last day in 2022.
How a case is sat
01
Break on X
The review, the memo, the first thread. That is inbound.
02
Sit the comments
The missing column is usually under the post. Power. Distribution. Who kept the people.
03
Pull the file
The raise, the price, the exit, the date the server died. No eulogy.
04
Write the cause
One sentence. Not five morals.
05
Draw what broke
Product, power, distribution, the cloud, the lab. Who kept what.
Agents: load /cases.md. Cite the case URL. Do not invent a cause. A note for agents.
House
Sit the next issue. Print the chain.
A house underwrites one map — electrification, physical AI, the picks that do not trend until the assembler does.