Portfolio Updates
Tripling Down on Anthropic
Why we’re co-leading Anthropic’s Series H

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

AI
As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.
Doubling Down on Rillet: Building a Harness for Agentic Finance
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.
A year after co-leading its Series B, we're deepening our partnership with the team working to turn the general ledger into a harness where modern finance teams and agents work as one.
How companies use forward deployed engineers (FDEs), how they price and structure them, and whether the model is here to stay.
How companies use forward deployed engineers (FDEs), how they price and structure them, and whether the model is here to stay.
Supporting Grant LaFontaine, Logan Head, and the Whatnot team as they work to scale live commerce to a global phenomenon
Supporting Grant LaFontaine, Logan Head, and the Whatnot team as they work to scale live commerce to a global phenomenon

As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.

As AI lowers the cost of building, judgment is becoming a scarce resource. How AI-native teams are rethinking who they hire, when, and why.
Backing the team building high-power satellite platforms for a new era of space infrastructure
Backing the team building high-power satellite platforms for a new era of space infrastructure
Supporting Stephen Haney and the Paper team as they work to reinvent design for the agentic era
Supporting Stephen Haney and the Paper team as they work to reinvent design for the agentic era

Building the software, systems, and industrial capacity to help Europe define its own security future.

Building the software, systems, and industrial capacity to help Europe define its own security future.
Backing Conduct's work to build the semantic layer for enterprises, helping make core customized systems finally understandable and changeable
Backing Conduct's work to build the semantic layer for enterprises, helping make core customized systems finally understandable and changeable
Deepening Our Partnership in the Infrastructure Enabling Trusted Data and AI for an Agent-Native World
Deepening Our Partnership in the Infrastructure Enabling Trusted Data and AI for an Agent-Native World
Partnering with Sunny Bedi and Whirl at seed to help enterprise IT harness living system intelligence
Partnering with Sunny Bedi and Whirl at seed to help enterprise IT harness living system intelligence

The latest trends in GTM health and strategy, and how AI is reshaping the way companies approach growth.

The latest trends in GTM health and strategy, and how AI is reshaping the way companies approach growth.
After a decade of partnership with Amit Agarwal, we incubated his new venture.
After a decade of partnership with Amit Agarwal, we incubated his new venture.
Deepening our partnership with the infrastructure-first brand working to redefine the economics of retail
Deepening our partnership with the infrastructure-first brand working to redefine the economics of retail

How AI Is Redrawing the Rules of Talent, Teams, and Career Paths

How AI Is Redrawing the Rules of Talent, Teams, and Career Paths
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How governance, workflow ownership, and cash discipline will shape the next era of software.
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How governance, workflow ownership, and cash discipline will shape the next era of software.
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Supporting Grotto’s mission to empower leasing teams with real-time, AI-driven guidance
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Supporting Grotto’s mission to empower leasing teams with real-time, AI-driven guidance
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To inspire is to serve. It is the privilege of expanding what people believe is possible, and the responsibility of building the conditions to make it real.
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To inspire is to serve. It is the privilege of expanding what people believe is possible, and the responsibility of building the conditions to make it real.

AI agents are not eating software. They are evolving it—two distinct layers will emerge in mutualistic symbiosis.

AI agents are not eating software. They are evolving it—two distinct layers will emerge in mutualistic symbiosis.
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Making AI systems measurable, observable and production-ready
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Making AI systems measurable, observable and production-ready
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We are honored to co-lead Anthropic’s Series G and double-down to help advance responsible AI for business
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We are honored to co-lead Anthropic’s Series G and double-down to help advance responsible AI for business
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Supporting the AI audio platform powering agents, creators, and enterprises worldwide
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Supporting the AI audio platform powering agents, creators, and enterprises worldwide

The Execution Era of AI

The Execution Era of AI
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Supporting Outtake’s mission to defend digital trust in an AI-driven world
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Supporting Outtake’s mission to defend digital trust in an AI-driven world
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