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 Go-to-Market Resource Library

Tools, templates, and playbooks from operators who know what it takes to scale.
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Infrastructure
Goldmine or graveyard: Do platform shifts actually produce infrastructure outcomes?
Article
Infrastructure
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Maggie Basta
AI Apps
Trends
Robotic Foundation Models are changing the way we build, buy, and fund robotics
Article
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Juliette Chevallier
Alex Niehenke
Infrastructure
Portfolio
Announcing our investment in Cortex
Article
Fintech
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AI Apps
Portfolio
Announcing our investment in Bland
Article
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Max Abram
Andy Vitus
Scale Studio
Trends
Q224 flash report: Growth is trending up
Article
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Chris Young
Dale Chang
Fintech
Portfolio
Announcing our investment in Monto
Article
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Alex Niehenke
AI Apps
Portfolio
Announcing our investment in Klarity
Article
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Noah Gross
Edi Danalache
Rory O'Driscoll
Infrastructure
Portfolio
Announcing our investment in QA Wolf
Article
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Eric Anderson
Go To Market
Six ways to get closer to customers
Article
Go To Market
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Zack Urlocker
Go To Market
The path from zero to IPO
Revisiting the Mendoza line
Article
Go To Market
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Edi Danalache
Rory O'Driscoll
Go To Market
Four product marketing fundamentals to implement this week
Article
Go To Market
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Peter Giordano
AI Apps
New ideas in AI: DPO has given us alignment without the overhead
Article
AI Apps
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Maggie Basta
Max Abram
Jeremy Kaufmann
Go To Market
Verticals
How to sell $1M+ B2B deals as an early startup
Article
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Roger Arnemann
Go To Market
The state of RevOps: Three learnings from our GTM Summit
Article
Go To Market
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Robert Koehler
Portfolio
Verticals
Announcing our investment in Sixfold
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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