Blog
Thinking on strategy, product, and building in public.
May 1, 2026
Why we originate companies instead of just backing them
The studio model isn't new. But doing it on AI-native infrastructure changes the economics — and the speed.
April 15, 2026
What makes a company actually AI-native
There's a meaningful difference between AI-enabled and AI-native. Most founders get it wrong — and it determines everything about how a company scales.