Investment Essays

Building the Infrastructure for AI-Native Hedge Funds: Our Thesis on Databento

A new infrastructure for modern financial markets

Building the Industrial Stack of America: Standard Bots Raises $200M

Why we believe Standard Bots can democratize industrial automation and help rebuild the foundation of American manufacturing.

The Future of AI in Retail: Our Investment in Profitmind

Why we invested in Parloa

AI will fundamentally redefine how enterprises deliver customer experience. Parloa is building the infrastructure layer that makes that transformation operationally real.

Our Investment in Articul8