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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Infrastructure
Trends
How reinforcement learning is upending the AI infra stack
Article
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Eric Anderson
AI Apps
Trends
Announcing our investment in GC AI
Article
AI Apps
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Edi Danalache
Jeremy Kaufmann
Go To Market
Founder-led sales and marketing never ends
Article
Go To Market
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Mark Gustaferro
Craig Rosenberg
Go To Market
Introducing our GTM benchmark tool
See what “good” GTM looks like based on 175+ VC-backed startups.
Article
Go To Market
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Mark Gustaferro
Craig Rosenberg
AI Apps
Announcing our investment in Inspiren
Article
AI Apps
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Jonas Ciplickas
Jeremy Kaufmann
AI Apps
Announcing our investment in CodeRabbit
Article
AI Apps
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Andy Vitus
AI Apps
Trends
Announcing our investment in Motion
Article
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Stacey Bishop
AI Apps
Hello, Hello Patient! Announcing our investment in Hello Patient’s Series A
Article
AI Apps
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Jeremy Kaufmann
Jonas Ciplickas
Scale Studio
Startups see continued acceleration into Q2
Article
Scale Studio
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Dale Chang
Edi Danalache
AI Apps
Infrastructure
Trends
Let the commodities be commodities
How to build defensible companies in the face of LLM “startup killers”.
Article
AI Apps
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Sabina Smith
AI Apps
Fintech
Where’s my AI banker?
Why financial services is lagging on AI adoption
Article
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AI Apps
Go To Market
Trends
AI’s double-edged sword
Article
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Mark Gustaferro
Craig Rosenberg
Scale Studio
Trends
The infrastructure and models we wish we had
Building for the next generation of venture
Article
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Dale Chang
AI Apps
Productivity
Announcing our investment in Abacum
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Infrastructure
Trends
MCP is the new WWW
Article
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Javier Redondo

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