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The Mental Backlog
The executive admin was never a scheduling problem so we backed Catch to solve it
Autonomous Infrastructure Efficiency
Why did we back (and are continuing to back) PointFive?
Guidde: The AI-native horizontal PLG startup that could
From Chrome Extension to Enterprise Platform: Guidde’s Masterclass in Product-Led Growth
Media
AI-Native Podcast E5: Sierra’s Story — The AI Agent Replacing Entire Departments, Now Worth $16 Billion
Zero to $200M ARR in seven quarters. The formula: you only pay when the AI actually solves the problem.
AI-Native Podcast E4: Fireworks AI’s Story — The $17B AI Layer Built Without Sales or Marketing
The invisible AI infrastructure layer that grew from $4B to $17.5B in nine months — without a single sales or marketing hire.
AI-Native Podcast E3: Mercor’s Story — The Human Factory Behind Every AI Model
A deep look at Mercor — the three-year-old company supplying the human expertise every frontier lab trains on.
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