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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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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Noah Gross
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
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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Maggie Basta
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

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