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Inside the firm

A Tall Order

No one starts a company knowing what it'll cost them. Some find out and keep going anyway...

Rohan WorkmanCo-Founder & GP · 3 min read
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Inside the firm

The AI-native companies we want to back

We’ve seen hundreds of impressive AI-native pitches over the past few months. But the real question isn’t who ships the best product in three months, it’s who’s still winning in three years.

Maxine LeeCo-Founder & GP · 8 min read
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Inside the firm

Why we paused

In March 2026, we did something no fund is supposed to do: we stopped investing. For five months we took the whole process apart and rebuilt it around AI. Here’s why.

Sam HendersonOperating Partner · 8 min read

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