What we're learning, watching, and backing in AI — delivered weekly. No fluff, no recycled takes.
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The newsletter follows portfolio momentum across AI, infrastructure, fintech, and applied automation.
One email a week. Founder-friendly, investor-relevant.
Curated breakdowns of what's happening in AI investing, from our partners and operators.
First look at fundraises, product launches, and hiring announcements from our portfolio.
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Templates, playbooks, and frameworks we share with our portfolio — no fluff.
March 8, 2026
What actually creates defensibility for AI-first companies in 2026.
February 22, 2026
Patterns we're seeing — and what makes a GenAI company investable.
February 8, 2026
Round sizes, valuations, and what founders should expect in 2026.
