No Buzzwords. No Hype. We invest in founders solving real problems with AI

The Great AI Capital Misallocation

There has never been more capital chasing so few names

How to Nail Your Series A Deck

As every vertical gets crowded, it's never been harder to raise a Series A. Cutting through the noise requires telling a compelling story in your pitch deck. Below, I lay out some slide-by-slide advice on what investors look for in a deck

What We Learned Backing Revv from Pre-seed to Acquisition

PostHog Raises $75M Series E at $1.4B Valuation

Our portfolio company PostHog continues its open-source product analytics dominance with a massive new round.

How to Sell Your Startup

Build something people want--and network with your prospective buyers well before you need to sell

Should I raise via Safe or a Priced Round?

Spoiler: Either is fine. What's more important for a founder is having the right investors around the table, and not selling too much of the company upfront.

Long AI Short AGI

The model providers want you to believe they will capture all the value from AI. Our founders beg to differ.

“1984 has the superpower of being my first WhatsApp if everything is going well or badly.”

James Hawkins

CEO of PostHog