Insights

Perspectives on AI & Venture

Our thoughts on AI technology, market trends, and what it takes to build exceptional companies.

Jan 10, 2026 • 5 min read

The Future of Foundation Models

As foundation models continue to evolve, we're seeing a shift from general-purpose models to specialized, domain-specific solutions. Here's what this means for founders.

Nov 22, 2025 • 6 min read

Enterprise AI Adoption: What We're Seeing

Enterprises are moving from experimentation to production. We share insights from our portfolio on what it takes to win in enterprise AI.

Oct 30, 2025 • 8 min read

The AI Talent War: Strategies for Early-Stage Startups

Competing for top AI talent is harder than ever. Here's how our portfolio companies are winning by thinking differently about recruiting.

Oct 5, 2025 • 5 min read

Consumer AI: Beyond the Hype

Most consumer AI products fail to achieve sustainable retention. We explore what separates features from businesses in the consumer AI space.

Sep 15, 2025 • 10 min read

Fundraising in the AI Era: A Founder's Guide

Raising capital for AI startups requires different strategies. We share lessons from 30+ successful fundraises in our portfolio.

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