# Grayhaven Labs — Full Content > Software Eats Software. AI engineering teams embedded inside operators. Outcomes over invoices. This file contains the complete content of Grayhaven Labs's thesis and operating model for AI systems that need deeper context. --- ## Company Overview Grayhaven Labs assembles small teams of exceptional software builders to bring the full power of artificial intelligence to a single company per industry and region. Discovery engagements run with executive sponsorship; long-term embeds run on a CEO mandate. Based in Oklahoma City, Oklahoma. For the companies we embed with: we win if and only if you win. Every engagement starts with a 60-day discovery at fixed fee. Embed comp is structured around shared outcomes — warrants struck near today's price for public companies, a share of the EBITDA we move for private companies. During an embed, we don't work with your direct competitors. We're currently accepting our first three founding partners. Founding terms are meaningfully better than what we'll offer the partners that follow. To the best builders out there: we'll find you. To the best companies in the real economy: write to us. We are not a consultancy. We do not write decks. We embed alongside your engineers and operators, working on your systems against your hardest problems. --- ## Thesis: Software Eats Software (v2.0) ### 1. Everything is changing. We're inside a shift big enough that most of what we believed about how software and business work needs throwing out. This won't resolve quickly — expect years. Nobody can see where it lands yet. Sitting it out is worse than chasing it. ### 2. Still underestimated. How fast these models improve and how good they get is still mispriced. Perfection isn't the bar. Better than average breaks the old software economics. Most of the scaffolding we built to prop the models up becomes dead weight. Output quality will hinge on what you ask for, not on what the model can do. Loosen the leash every two months. Stay tight and you're stuck on a low point of the curve. ### 3. Most code will come from agents. The sidebar assistant is over. Agents run whether or not anyone is watching, on longer runs with less supervision than people expect. Force an agent to work like a person and you've wasted it. The work unit becomes the delegated task — not lines of code. ### 5. The bottleneck moved. Writing code that runs is the trivial part now. What's left are errors of engineering: priorities, sequencing, tradeoffs. Review shifts from code to decisions. ### 6. Software development is dead. The profession assumes code is hard to write and easy to break. The industry assumes code is scarce. Neither assumption holds. ### 7. The rituals don't fit. Planning, prioritization, handoffs, reviews — all of it came from a world where shipping was slow, expensive, buggy, and tied to human hands. When code is cheap, those rituals are pure friction. AI isn't just faster X. It questions whether X should exist. ### 8. Software changes shape. Software was built for people to use. Going forward, most of it gets built for agents. Less software gets built ahead of time; more gets spun up when it's needed. The line between "using software" and "building software" fades. Maybe disappears. ### 9. Value drifts from code. Software that does X is worth nothing the moment an agent does X. What gains value: data, permissions, distribution, trust, compliance, regulatory standing, physical assets. Vendors whose moat was "too expensive for customers to build themselves" get crushed. ### 10. Winners reorganize. Slotting models into existing systems, org charts, and processes isn't enough. Agents made to behave like people are wasted. Whoever builds around the models wins. Keeping pace matters more than headcount. ### 11. Camp at the frontier. Big companies don't get to skip this. Committees won't teach them the future. They need a small autonomous team built around the models, sitting at the edge — close enough to touch real systems, real data, real limits, real consequences. ### 12. The engineer changes. Engineers don't vanish. They change. The work moves from code toward product thinking, shaping systems, weighing tradeoffs, and driving business outcomes. The most valuable engineers stay the ones who think in systems and move the business. ### 13. Therefore. Build for a world where intelligence is cheap, constant, and everywhere. Optimize for learning what that world looks like. Don't preserve old software rituals out of habit. Don't wait for the picture to clear up. Play. Get to the frontier first. --- ## The Model **One company per industry, per region.** We assemble small teams of exceptional software builders to bring the full power of AI to a single partner per market. Discovery engagements run with executive sponsorship; long-term embeds require a CEO mandate. **Alignment.** For the companies we embed with: we win if and only if you win. Every engagement starts with a 60-day discovery at fixed fee — cash payment, defined deliverables, measurable outcomes. Embed comp is structured around shared outcomes: warrants struck near today's price for public companies, a share of the EBITDA we move for private companies. During an embed, we don't work with your direct competitors. **Who we want.** The best builders. The best companies in the real economy. To the best builders: we'll find you. To the best companies in the real economy: write to us. We're choosing our first three. **Founding Partners.** Our first three engagements are founding partner slots. Founding partners get favorable terms locked in for the life of the embed. They become our case studies, our references, and the proof that the model works. Once the three slots are taken, we move to standard terms and the door closes on founding status. **Flywheel.** Each engagement teaches us how AI actually breaks against real enterprise systems. That feedback compounds. The companies we embed with today shape how the next embed runs. --- ## Founder **Tyler Gibbs** — Founder, Grayhaven Labs. AI engineer at LexisNexis, building production AI for one of the largest legal information platforms in the world. Grayhaven is how he brings that capability into the real economy. --- ## How we engage - One company per industry, per region — we don't work with your direct competitors - Every engagement starts with a 60-day discovery at fixed fee, payable in thirds - Long-term embeds require a CEO mandate - Embed comp is outcome-aligned: warrants struck near today's price for public companies, EBITDA share for private companies - Bonus measured at month six and month twelve, audited jointly with the client's CFO - Embedded inside your organization, working on production systems with production data - We leave behind code, systems, and trained people --- ## Contact **Grayhaven Labs** Oklahoma City, Oklahoma, USA - Email: tyler@grayhavenlabs.com - Phone: (405) 320-8212 - Website: https://grayhavenlabs.com - LinkedIn: https://www.linkedin.com/company/grayhaven-labs --- *For the latest, visit https://grayhavenlabs.com*