A talent and research-driven investment firm.

Hallow founders
Alloy founder
Anduril founder

We identify and invest in a small number of entrepreneurs and the companies they build, from seed to scale.

Because at the root of every category-defining startup are exceptional people.

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The State of AI Assistants

Colin Yuan, Kyle Harrison

Popular culture has envisioned a future where AI assistants become a capable part of everyday life. But despite the dreams of stories like Iron Man’s J.A.R.V.I.S. or Samantha from Her, today’s AI assistants aren’t living up to the hype.

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Debating The Open Internet: Cloudflare vs. Perplexity

Kyle Harrison

How Cloudflare and Perplexity have broken out as two contenders in the debate for what the internet should look like in the age of AI.

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Building an American TSMC

Maxx Yung, Kyle Harrison

To preserve American technological dominance, the US must rebuild its semiconductor manufacturing capabilities. Easier said than done. Our only hope may be saving Intel.

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The State of BNPL

Mohammad Balasinorwala, Kyle Harrison

Evaluating the state of fintech requires an evaluation of individual categories and how they’re evolving. First up? Buy Now, Pay Later (BNPL).

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