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Our business model focuses on maximizing the lifetime value of a customer relationship. We make significant investments in acquiring new customers and

Average founders what a VC who will help them. The best founders want a VC who they know won’t fuck things up.
"Valuation is a hurdle for future behavior, not a reward for past behavior"

Consumer demand for smaller scale and human-crafted versions of everything will grow in an AI world. While the future of work might lend itself to sma
Substack’s tagline— “a new economic engine for culture”—hides a paradox: high-brow and high-growth rarely coexist.
Vertical SaaS proved to be a sleeping giant that transformed industries during the first cloud revolution. Today, the top 20 US publicly traded vertic
The current fervor around robotics, particularly humanoid robots, exemplifies this shift. Investors are betting on the most generalizable approaches,








