With the advent of CodeGen, the software stack is quickly becoming more declarative, semantic, and intent-driven. While the core primitives currently remain mostly consistent, our way of interfacing with them is evolving. We believe the biggest opportunity lies in reimagining how software is composed, orchastrated and delivered, with an emphasis...

Turn on, tune in, drop out “What do I want to do with my life?” If you’ve asked yourself this question and you’re sure the answer isn’t to work for Facebook/Google/Citadel or God-forbid, some Venture Capital firm … Then maybe you’ve realized that you don’t need to work for someone...

LLMs are supercharging innovation at a pace we’ve never seen before in our 20 years working building and investing in startups. Here are a few areas that we’re particularly excited about as we enter 2025. 1000x Software LLMs will 100x the number of programmers and 10x their productivity What does...

Our Standard Checks As exclusively early-stage investors, we typically are the first, or one of the first institutional checks in a round. We’ve seen some confusion around “pre-seed” and “seed” labels when fundraising. Some founders associate pre-seed/seed with the size of the round, while others associate it with company progress...

The number of Software-as-a-Service businesses has exploded over the past decade, with the average 200+ person company adopting over 100 separate SaaS services. As SaaS services become more and more specialized, virtually every aspect of business has become a digital workflow. This has led to an immense flood of digital...