Founder journeys, portfolio news, and perspectives on the long game.
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Videos
CEO Series | Pramaana Labs
AI
Enterprise
Thesis
Where every experiment makes the next one smarter. Why we invested in Warp Sciences.
AI
Biotech
Videos
CEO Series | Blacksmith
AI
Enterprise
Thesis
Code validation: the next billion-dollar layer in software
AI
Enterprise
Thesis
Everyone's asking the same chatbot. Why we invested in Catalyst.
AI
Consumer
Videos
CEO Series | CScale: Building an optical interconnect for AI infrastructure
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Thesis
Why We Invested in CScale for Reliable Scale-Up Optics
Frontier Tech
Videos
CEO Series | BigHat Biosciences: Building the zero latency lab for AI drug discovery
Biotech
Thesis
Backing Foundational Shifts with Patient Capital - NSE's Monumental Journey
FinTech
Thesis
Beyond binding: why we co-led BigHat Biosciences’ Series C
Biotech
Thesis
Agents need more than intelligence. Why we invested in Databricks
Enterprise
AI
Press
The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC (Sandesh Patnam)