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Investing in Suno: Betting on the Creator in Everyone
There is a moment that happens around the tenth song. You have been playing with Suno, typing prompts, hearing what comes back, sharing one or two with friends, and somewhere around the tenth creation, something shifts.
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Investing in Town: The Most Valuable Thing AI Can Learn is You
AI got out of the chat box, and that happened faster than most people expected. It's in your inbox, your calendar, your code editor, your documents. It drafts, summarizes, suggests, and increasingly acts. But what hasn't arrived is AI that actually knows you.
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Investing in Casa: The Biggest Asset in Your Life Has No Operating System, Until Now
Think about how differently you move through your day compared to a decade ago. The scaffolding of modern life has been rebuilt from the ground up, optimized by software and personalized by data. Then you come home. The home is the largest asset most people will ever own, yet managing it remains fragmented and opaque.
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From Network Effects to Cognitive Effects: The New Rules for Platform Dominance
Picture this: you switch from Spotify to Apple Music. The playlists transfer, but something vital disappears—not just what you listened to, but the understanding that you code to death metal and cook...
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Investing in Agentio: Building the Agentic Marketplace for Creator Media
Two things are unequivocally true about marketing today: 1) it is changing, fast, with the decline of traditional search and rise of new discovery mechanisms, from conversational AI interfaces to...
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Our Source of Truth on Prosumer Software
Around the early 2010s, software moved well beyond the workplace and into our personal lives, accelerated by a range of consumerized business applications and new platforms that popped up designed...
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