to present
mila+z21 · Uptick Systems
a proposal to Mila Ventures
mila+z21

Run z21 on the Studio's gap analysis.

z21 is a set of agent skills. Point them at a research gap and they return a shaped bet and a working slice. 18 months of building with coding agents, distilled into six skills and a 25 minute demo.

shape-up × scientific method lacuna signals claude · codex · hermes
forked & reinvented

Proven Playbooks.

mila-z21 doesn't reinvent venture-building. It borrows the proven parts of de-risking direction and gets a coding agent to actually use them.

MV
Venture Studio · Mila
Mila Ventures

Operational co-founder, from day one

Mila Ventures Studio turns AI research into companies as an operational co-founder for a small, founder-friendly stake: a dedicated EIR from inception, product to MVP, first customers via 100+ partners, co-founder matching, IP and fundraising support. It de-risks the business from lab to adoption.

→ the whole loop, applied
mila.quebec/mila-ventures ↗
RS
Shape Up · Basecamp
Ryan Singer

Appetite over estimates

Fixed time, variable scope. The cap sits on the cycle, not on your ideas. A circuit breaker at the deadline.

→ the spine of all six skills
basecamp.com/shapeup ↗
IM
The Idea Maze
Balaji S. · Chris Dixon

First turns decide the maze

A venture is a path through a maze of choices; the early turns foreclose the most doors. Path dependency, named.

→ mila-z21-hypothesis
cdixon.org/the-idea-maze ↗
MC
Product discovery · Cagan
Marty Cagan · SVPG

Four risks, hunted early

Value, usability, feasibility, viability: surfaced before the build, not discovered after launch.

→ the hypothesis rabbit-hole hunt
svpg.com · Inspired ↗
WB
Working Backwards · Amazon
Bryar & Carr

Write the pitch before the code

Start from the outcome and argue back. The one-page pitch is the artifact you commit to.

→ the framed hypothesis + funding
workingbackwards.com ↗
how the hypothesis got here · the idea maze

We raised $1.25M and followed the idea maze.

At my last startup — small team, coding agents right as they got good — we raised on a bet and spent 18 months in the idea maze. At the fork that mattered we ran both ways instead of picking one, and two paths spun out clean. In the end, the early turns mattered more than anything we built.

JAN 2025 $1.25M seed one fork — both ways at once B2D · 40k users · ✓ spun out B2B · $50k MRR · ✓ spun out TODAY the z21 thesis

dead ends everywhere, one way through — except the fork, where we ran both ways at once.

$1.25M USD
raised · CTO, my last startup
40k
users in 3 months
$50k
MRR at peak
B2D → B2B
forks in the maze, each spun out clean
core thesis: path dependency matters

A few degrees at iteration 1 is a different company by iteration 40.

When agents make building nearly free, the expensive mistakes move upstream, into the first few iterations. Nudge the launch angle a little, and forty iterations later you land somewhere very different.

iter 10 iter 20 iter 30 iter 40

drag the arrow: a tiny angle now, a different company by iteration 40

hypothesis, evolved · 18 months

Building got cheap.
Direction didn't.

Jan 2025 · the bet I made

Build fast, ship, measure, pivot until something sticks. Coding agents make execution nearly free, so lean on speed.

True, mechanically. 40k users in 3 months. Still not enough.
the first few degrees compound
Now · the hypothesis I bet on

When building is free, the expensive mistakes move upstream into the first few iterations. Which angle you pick there is what compounds.

The lever moved: from speed to direction.

Which is what a venture studio is for: de-risk the direction before an EIR hour is spent.

the conviction problem

The problem: Conviction is scarce.
Moonshot bets are messy. De-risking kills the spark.

Big bets need conviction to get funded. The usual way to earn it — slow, serial de-risking by committee — drains the ambition that made them moonshots.

moonshots are messy

  • No clean metric: big and ambiguous, unknowns everywhere
  • Signal looks like noise: hundreds of directions, few obviously right
  • Nobody can say which: so conviction stays low

de-risking kills the spark

  • Runs at human speed: serial validation, months long
  • Conviction by committee: judged on slides, after the fact
  • The spark drains: by the time you're sure, the ambition's gone

You can't manufacture conviction — but you can earn it cheaply. Point an agent at a messy direction and get a testable slice back in hours, not months: evidence enough to commit while the spark's still lit.

the unlock · 10x validation + matching + more

Signal → Process → Proof Points

Agent skills 10x the studio's core work: validate a bet, match a direction to the expert who should own it, and more. De-risking becomes a defined process any domain expert in Mila's network runs, agent-assisted, before an EIR or a founder is committed.

signal · lacuna

Where the gaps are, and who owns them

The whole map, machine-readable, so an agent reads it, not an EIR: ~753K papers, 38K directions, 191K authors, 3K open proposals. Author density matches each direction to the experts who could run it.

process · mila-z21

Gap → framed hypothesis

Six skills run the loop: shape, bet, build, read, cut, debrief. Defined tightly enough to hand a domain expert, agent-run and parallel, not serial human hours.

evidence · dossier

What the Studio funds

Per hypothesis: a pitch, a funding record, a signal readout, and a working slice. Fund on evidence, not slides.

operating loop · click a stage

Shape → Bet → Build → Debrief

shape bet build debrief read cut nothing skips ahead
status you can't fake · drag the dots

Uphill: figuring it out.
Downhill: just execution.

Agents can fake percent-complete at machine speed: files, commits, checked boxes. The hill tracks a different thing: has the risky part actually been figured out yet?

UPHILL · unknowns DOWNHILL · execution nothing left to figure out

↑ drag a dot, watch the status language change

fixed time, variable scope

The deadline doesn't move. Scope does.

Building is cheap now, so nothing stops scope from sprawling. The cap isn't a labor budget, it's how much this bet is worth proving: 8 units against a 12-unit wishlist. Click an optional row to cut it until the risky must-haves fit one cycle, or the circuit breaker stops the bet.

the wishlist  ·  click to cut ↓
appetite · 8 units fixed

cut scope to ship it whole,
inside the time box

output artifact · one per hypothesis

Every gap generates a dossier.

Evidence the Studio's portfolio review can act on, before an EIR hour is spent, before a founder search begins.

hypothesis dossier framed · funded · sliced cycles/1-foresight-world-model.html ↗
pitch
Problem · Appetite · Solution
Rabbit holes patched, no-gos declared. Literature-grounded via the Lacuna direction it came from.
funding record
Five questions, one call
Problem matters? Appetite honest? Solution attractive? Right time? Capacity there? With the agent's own position on record.
signal readout
Scopes + positions
What's solved vs. what's still unknown, riskiest-first: the real state of the technical risk.
working slice
The riskiest mechanism, running
Deployed, end to end. Not a mock, not a deck: the part most likely to kill the venture, proven or broken.
see one, real files from this repo
the shaped pitch · Foresight ↗ the betting record · Cycle 1 ↗ the skills · install from GitHub ↗

The Studio's mandate, made queryable: where Mila's research strength lines up with open commercial space.

the demo · ~25 minutes

One hypothesis, whole loop, real artifacts.

02 min

Input

A row from the gap analysis, or a Lacuna direction dense with Mila authors.

07 min

Shape

The agent interrogates: appetite, breadboard, rabbit holes, no-gos → framed hypothesis.

03 min

Bet

Five funding questions, agent takes a position, kick-off written.

10 min

Build

One vertical slice of the riskiest mechanism, live, end to end.

03 min

Close

Signal status, one staged scope-control refusal, dossier on screen.

Lacuna supplies the gaps. mila-z21 is the defined process a domain expert runs to turn a gap into a framed hypothesis and a working slice. The dossier tells the Studio which bets deserve a team.

try the skills on your own shelf

Bring a shelf of ideas with no cap and no kill criteria. That is a betting table waiting to happen. Install the skills, ask the agent what to work on next, and see which idea earns a cycle.

git clone https://github.com/Uptick-Systems/z21
cp -r z21/skills/mila-z21-* ~/.claude/skills/