ABOUT
Carl Steine, Founder
Carl Steine is the founder of Structural Gap. He identifies high-value strategic gaps that other people miss — opportunities a company is uniquely positioned to build but has not yet built — researches them exhaustively, models the revenue potential, maps the competitive landscape, and packages the result into work that a founder, executive, investor, or strategy team can immediately understand and use. He works alone, treating AI tools as force multipliers. Every published analysis is a public test of judgment. If the prediction proves right, the credibility compounds. The flagship analysis, Cloudflare Forge, was published in April 2026 and models the $107.5M incremental investment to commercialize Cloudflare's open-source VibeSDK as a productized AI coding platform.
The analyses published here represent the quality of thinking I bring to every engagement. The flagship publication, Cloudflare Forge, models a $107.5M incremental investment projected to reach $1.15B in Year 5 revenue at 79% gross margins — a strategic case built from SEC filings, competitive benchmarks, and original financial modeling. A commissioned analysis applies the same depth — revenue modeling, competitive mapping, product architecture, risk assessment — to your specific business, privately.
Get notified when the next analysis publishes.
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