The Belief

People¹ are the Force² that determines what gets Built³, what scales, and what Endures⁴.

People — founders, technologists, customers, workers. The humans, and inspiration, at the center of every company we back.

Force — not passive demand, but active pull. Not talk, but action. The signal we read before markets do.

Built — we invest at the earliest stages, when conviction matters more than consensus, and show up for the journey at every stage.

Endures — fourteen years in, our portfolio reflects companies that last because they serve real needs.

The Moment

AI⁵ has fundamentally rewritten how value is created. It reorganizes industries, erases assumptions, and opens every category to reinvention.

AI — The infrastructure being built today will shape how humans experience health, money, work, learning, and connection for decades. The applications being built on top of it will be how we feel that change daily. Both matter. Both are where we invest.