Blogs, podcasts, interviews, and videos on the latest in thought leadership, industry trends, and investment decisions.
Blog
Our Vertical AI Thesis: Why Domain Expertise Wins the Next Era of AI
Every major technology transition follows the same arc: value concentrates at the infrastructure layer first, then to where domain expertise lives. That's why we're backing AI-native founders who earned the right to win long before the models caught up to them.
Read More
