Throughout history, extraordinary founders have built companies around inflection points. John D. Rockefeller became the paramount figure in the developing oil industry and built Standard Oil into one of the most valuable companies in history. Jeff Bezos recognized the potential of the Internet early-on and pioneered e-commerce with Amazon. Mark Zuckerberg built Meta (Facebook) during the rapid growth in global connectivity and grew a social media empire to 3.6 billion people - almost half the world's population. Artificial intelligence (AI) is the next inflection point, and we believe the opportunity is even bigger than those presented by oil, the internet, or mobile.

Much like these prior phase shifts and supercycles, AI is diffusing through nearly every sector, disrupting industries, redefining competitive dimensions, and reshaping the global economy. It is boosting productivity and accelerating innovation while simultaneously upending established business models. However, navigating the shifting landscape is trickier than ever for venture investors. The startup playbook has changed, and along with that, venture investors can no longer rely on “pattern matching” and prior evaluation models.

Our mission is to be both fiduciary to our partners and champion to our founders, because when a founder’s vision aligns with an investor’s conviction, that's when phase shifts become new standards.