A couple of years ago, I offered to help a couple of friends who had started a technology company called Holonic. Nothing like offering to help a company with $37 in the bank.
I asked a seemingly innocent question:
“What the hell does Holonic actually do?”
Big mistake.
The explanation sounded like quantum physics, ancient Sanskrit, and the instruction manual for a nuclear submarine. In Mandarin. Backward.
A couple of years, a few million dollars, and approximately 47,000 conversations later, I finally get it.
And holy shit. This could be big.
Here’s why.
AI can now write more software code in an afternoon than entire engineering teams could produce in months.
Incredible!
One small problem.
Who the fuck knows if it actually works?
Or what happens when that shiny new AI-generated code gets dumped into millions of lines of existing software?
AI makes mistakes. AI checking AI makes mistakes.
So now we have AI writing code, AI checking the code, and presumably another AI explaining why the first two AIs screwed up.
It’s like asking three drunk guys to administer each other’s sobriety tests. Then giving the winner the keys to a 747.
What could possibly go wrong?
Every development leader we speak with worries about the same things: AI code slop, architectural drift, exploding technical debt, increasingly unmanageable software and zero actual validation and governance.
AI is writing code faster than companies can confidently understand, review, or deploy it.
Enter Holonic. Because apparently AI needs adult supervision.
Here’s what makes us different.
Holonic combines deterministic analysis and semantic understanding.
Before your eyes glaze over, let me translate.
Deterministic: We trace how software actually works, how its components connect, and what a proposed change could break.
Semantic: We understand what the software is supposed to accomplish and assess whether the change violates its requirements or business rules.
Imagine AI “improving” a bank’s software.
Everything runs beautifully.
Except 10 million customers are suddenly earning an extra 37 cents a year in interest.
Oops.
Deterministic analysis helps identify what changed and what it affects.
Semantic understanding helps determine whether the software still does what it’s supposed to do.
Holonic helps catch the problem before the bank’s CEO needs a criminal defense attorney.
And we’re not just talking about this.
We’ve already applied our technology to millions of lines of code through real customer modernization work.
Our software governance beta is in full-on go mode with rave reviews.
Hmmm. Maybe one tester is a multinational transaction processor. Another one may be a massive government agency….
Now let’s talk about the opportunity.
I’ve seen investment presentations claiming $50 billion, $100 billion, even $500 billion markets.
Here’s my highly sophisticated assessment of Holonic’s potential market:
Every. Single. Line. Of. AI-Generated. Code.
That’s the universe of potential changes to govern, not a dollar-for-dollar revenue forecast.
And human-written code needs governance, too.
Banks. Airlines. Hospitals. Insurance companies. Governments. Every business whose software actually matters.
Our immediate mission is to help companies understand and govern software changes, whether written by humans or AI.
Our bigger vision is to become the independent governance and validation infrastructure for the AI-driven software economy.
Think about it.
We have independent auditors for financial statements.
Inspectors for buildings.
Referees for sporting events.
Hell, we check IDs to make sure a 19-year-old doesn’t order a Bud Light.
But we’re about to let AI rewrite the software running banks, hospitals, and airlines, and our brilliant oversight strategy is to ask another AI if everything looks okay?
Who thought that was a good fucking idea?
The faster AI writes code, the more important independent validation becomes.
That’s the problem we’re solving.
That’s why the opportunity is enormous.
And that’s why I’m so excited about Holonic.
After all this time, I can finally explain the company in two sentences:
AI writes the code.
Holonic helps make sure nobody blows up the building.
Now, if somebody could just explain how to connect my fucking television remote to the soundbar without launching a nuclear missile, I’d really appreciate it.
Apparently, artificial intelligence hasn’t figured that one out yet.
Directive 17