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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