Perspectives
Perspectives, not platitudes.
Investment perspectives, market analysis, and growth playbooks from 30 years of backing Founders. What we've learned, what we're seeing, and what actually works.
The death of deliberate friction
Deliberate friction is embedded in systems everywhere. With AI, it's vanishing overnight.
Let the commodities be commodities
How to build defensible companies in the face of LLM “startup killers”.
Which AI verticals will have the next unicorn?
A framework for generative AI explosion in verticals.
Introducing our GTM benchmark tool
See what “good” GTM looks like based on 175+ VC-backed startups.
The Go-to-Market Resource Library
Tools, templates, and playbooks from operators who know what it takes to scale.
Explore insights
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Infrastructure
The big data center squeeze: getting more compute from existing infrastructure
Infrastructure
Aurelia Han
Siddharth Ramakrishnan
Jonas Ciplickas
AI Apps
Trends
The AI Ad Network
What a next‑gen DSP looks like when the interface is a conversation
Article
Siddharth Ramakrishnan
Max Abram
Trends
Verticals
Which AI verticals will have the next unicorn?
A framework for generative AI explosion in verticals.
Article
Verticals
Alex Niehenke
Aurelia Han
Alex Niehenke
News from the Scale portfolio and firm
Investment perspectives, market analysis, and growth playbooks from 30 years of backing Founders.
