Field Notes

Live commentary from the operators building the Foundation Projects thesis. What we're seeing in roofing, AI, and capital markets — in our own voice, written for the people working the problem with us.

A hockey puck mid-motion against an architectural background, with one fading trail pointing back at a flat dashboard wireframe and a brighter forward trail leading to floating, agent-generated interface cards — illustrating the move from static CRM screens to generative UI.

ThesisField NotesField Notes

Generative UI Is Where the Puck Is Going. Most Roofing CRMs Are Still Skating Backwards.

Three things I watched in the last 72 hours, plus the Claude-vs-Codex super-app split, and why the real future of roofing software is a user interface that disappears.

Jun 4, 2026