The age of agents.
01
As AI applications evolve from co-pilots to assistants to agents, the universe of industries that can benefit from software expands. Understaffed teams that derived little benefit from the last wave of applications will enjoy enormous productivity gains with agentic AI.
02
Some industries will find the change management required to adopt AI-native workflows incredibly painful. In those cases, the most ambitious entrepreneurs will use that capability themselves to build tech-enabled services that become disruptive providers in their own right.
03
Our team includes former operators from startups and legacy companies like Affirm, Microsoft, IBM and Atlassian. We bring hard-earned lessons to our work with founders—helping them avoid pitfalls, navigate complexity, and scale faster.
Featured Insight
What’s Old Is New: AI Apps Go Back to the Future
What’s Old Is New: AI Apps Go Back to the Future
AI apps startups can learn a lot from the golden age of enterprise sales (1994-2000).
SPOTLIGHT
Portfolio Milestones
