Insights
Notes from inside our portfolio and our own thinking on technology, markets, and what it actually takes to build a company that lasts.
For the last two years, AI has mostly lived in pilot projects and slide decks. That phase is ending. The businesses pulling ahead are the ones treating AI as plumbing, not a project.
The storefront was never the hard part of e-commerce. The hard part is everything behind it, and that is exactly what is about to change.
Startup culture worships speed. Ship fast, move fast, break things. After watching dozens of companies up close, we have come to believe the founders who win are usually the ones who slow down and get consistent instead.
We keep meeting companies that bought an AI platform before they knew what problem it was meant to solve. It rarely ends well, and it is entirely avoidable.
Brands spent a decade paying creators for reach. The smarter ones are now paying for outcomes, and that shift is rewriting how the entire industry gets measured.
Most fintech apps today are still single-purpose tools pretending to be platforms. The next generation will actually be platforms, and the difference matters more than it sounds.
Most healthcare systems are built to treat you once you are already sick. The most important shift in health technology right now is building the tools to catch problems long before that point.
For a decade, omnichannel meant showing up on every platform. That bar is too low now. The brands winning today are the ones making every platform feel like the same conversation.
Media buying used to be the whole job. Now it is one input into a much bigger system, and marketers who have not adapted are already falling behind.
The most valuable software of the next decade will not just show people information. It will tell them, and eventually do for them, what to do next. Here is why we think that changes everything about how startups should be built.
Let’s Build What’s Next
We’re always excited to meet ambitious founders and explore meaningful opportunities together.
