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
Postgres: One database to rule them all?
Article
Infrastructure
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Javier Redondo
Fintech
Out of the hype cycle: Fintech's reversion to the mean
Article
Fintech
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Alex Niehenke
Infrastructure
Portfolio
Announcing our investment in Permit.io
Article
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Eric Anderson
Trends
The end of the tech recession?: 2023 ends with first quarter of accelerating growth in two years
Article
Trends
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Chris Young
Dale Chang
Infrastructure
Trends
Beyond autocomplete: AI-enabled tools are changing what it means to be a developer
Article
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Maggie Basta
Go To Market
Humility and Optimism: Reflections From Slush 2023
Article
Go To Market
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Sam Baker
Infrastructure
The most important announcement from re:Invent: S3 Express
Article
Infrastructure
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Eric Anderson
Verticals
Selling Insurtech to Brokers: A Conversation with Tim Wright
Article
Verticals
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Alex Niehenke
AI Apps
Why we win: The new wave of investment in defense
Article
AI Apps
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Juliette Chevallier
Scale Studio
Trends
2024 Whisper Numbers: The Year of Efficient Growth
Article
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Edi Danalache
Dale Chang
Verticals
Insurtech's Next Frontier: LLMs and Future Automation
Article
Verticals
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Noah Gross
Scale Studio
Trends
“Year of efficiency” in review: How companies reduced burn rates in 2023
Article
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Edi Danalache
Dale Chang
Fintech
Forecasting Fintech: Trends in Automation from Money20/20
Article
Fintech
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John Gianakopoulos
Abbas Haider
Trends
The bleeding has stopped: Growth ticked up for the first time in 6 quarters
Article
Trends
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Edi Danalache
Dale Chang
AI Apps
Verticals
LLMs and Sneaky Big Markets
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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