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.

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Tools, templates, and playbooks from operators who know what it takes to scale.
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Fintech
Trends
AI+Wealth management
Helping the rich get richer
Article
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Damian Gardiner
AI Apps
Infrastructure
Announcing our investment in Thread
Article
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Andy Vitus
Sabina Smith
Scale Studio
Trends
The AI Dividend
Why startup efficiency keeps rising, even without reallocating spend
Article
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Dale Chang
Scale Studio
Trends
Is AI coming for VC jobs? We hope so
Article
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Dale Chang
Scale Studio
Trends
Q1 flash update: Startups are back on offense
Article
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Dale Chang
Chris Young
Go To Market
How we scaled Databricks with CMO Rick Schultz
Article
Go To Market
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Craig Rosenberg
Fintech
Trends
Building TurboTax in a weekend: How LLMs are automating America’s tax code
Article
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Alex Niehenke
Security
Trends
Announcing our investment in ClearVector
Article
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Ariel Tseitlin
Javier Redondo
Go To Market
From hype to utility: What agents actually mean for GTM teams
Article
Go To Market
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Kristina McMillan
Go To Market
Naming the Lakehouse: How Databricks created their category
Article
Go To Market
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Craig Rosenberg
Mark Gustaferro
AI Apps
Trends
The future of biological foundation models and value creation in AI-driven drug discovery
Article
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Go To Market
How to price AI: The cheat sheet for B2B founders
Article
Go To Market
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Peter Giordano
Go To Market
Trends
Cracking the SMB playbook: Scaling through the leaky bucket
Article
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Security
Trends
2025 State of Cybersecurity
Article
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Ariel Tseitlin
Sabina Smith
AI Apps
Verticals
Your construction project will be late. AI can fix that.
Article
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Alex Niehenke

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Investment perspectives, market analysis, and growth playbooks from 30 years of backing Founders.
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