Featured · Investment perspective
Investing Through the Reset
Why we think this decade looks like a generational turning point — and what that means for where capital should go.
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Notes from the frontier.
Thesis, strategy and practical playbooks on AI investing.
Why AI Is the Next Platform Shift
Every decade produces one platform shift that resets the rules. Mobile did it in 2007. Cloud did it in 2010. AI is doing it now — and most investors are still pricing it like traditional software.
Read articleThe SMB Opportunity in AI
The most overlooked AI opportunity: 33 million US small businesses. What the consensus gets wrong about SMB software, and how vertical AI makes the unit economics work.
Read articleWhat We Look For: A Note to Leaders of AI Companies
Practical, honest advice on building an AI-native company from investors who sit on both sides of the table.
Read articleConviction Over Consensus in AI Investing
Why partnering with AI management teams rewards judgment before the crowd arrives.
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