Insights & news
Writing from the firm.
Our perspective on the markets, founders, and ideas we're spending time on.
March 12, 2026
What an AI-native company actually looks like in 2026
After a year of board meetings with AI-first founders, the patterns that separate durable companies from demos.
8 min read
February 04, 2026
Infrastructure is back — and it's the most interesting place to invest
Why logistics, energy, and the built world are pulling the best technical founders of this decade.
6 min read
January 22, 2026
Fintech's second act: from disruption to plumbing
The next ten years of fintech will look less like challenger banks and more like quiet infrastructure.
7 min read
December 09, 2025
Founder-first capital, in practice
What it actually means to be useful to a founder between board meetings.
5 min read