Perspectives

Beyond investors, we’re active students of shifting consumer trends, emerging technologies, and cultural shifts. We’re constantly asking ourselves what people are doing and why, and what new mediums and models will enable these evolutions.

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Investing in Basic Capital: Rewriting the Rules of Wealth-Building

Investing in Jump: Why We're Betting on the Sports Fan Revolution

Investing in Novig: The Top Peer-to-Peer Sports Prediction Marketplace

Investing in Courtyard: A Modern Collectibles Experience Creates a Marketplace Flywheel

Investing in Slingshot: A New Modality for Psychological Support

Investing in Decagon: Transforming Enterprise Customer Relationships in the AI Era

Celebrating Chime’s Journey

Investing in Monarch Money: The Future of Consumer Finance

The Architects of Experience

Investing in Superpower: Accelerating the Power Shift in Health

Beyond the Trend: Turning Insights into Industry Leaders

Proactive Measures

Investing in Teal Health: A Better Experience Means Better Outcomes

Investing in Roon: Democratizing Medical Expertise in the AI Era

Investing in Leland: Fueling Tangible Career Growth and Financial Mobility

Human Insight in the Age of AI: Announcing Fund VII

From Access to Edit: How AI is Meeting a Values Shift Among Consumers

How John Hu Scaled Stan to $30M in ARR Within Two Years While Building in Public

Great Food Doesn’t Scale…Until it Does: Wonder’s Big Swing at Reshaping the Restaurant and Delivery Model

Investing in Joy: The Essential Companion Guide for Navigating Parenthood

Winning With Consumers In AI

The Emergence of AI-Powered Services Firms

From Search to Service: The Evolution of Discovery in the Age of AI

Investing in Fay: Scaling Customized Nutrition Care for Consumers While Reshaping the Business Opportunity for Dietitians

Evolving Beyond Vertical SaaS: Our investment in Stress-Free Auto and their Tech-Enabled Service Model

Leading Craftwork’s Seed Round to Build the Beloved Consumer Brand in Home Services

Congratulations to Jason Bornstein, our Newest Partner and Head of Research!

How Fora Cofounders Henley Vazquez and Evan Frank are Reimagining the Composition of the Travel Agency

Delivering on Tech’s Age-Old Holy Grail: Duckbill, the Indispensable AI-Powered Personal Assistant

Sam Byker is Building Atticus to Get Americans in Crisis the Aid They Deserve

Topline Pro: Building the Tech Stack for the Long Underserved Home Services Industry

Digitally Native Franchises: a New Model for Commerce and Entrepreneurial Empowerment

Investing in Jump: A New Approach to Live Events That’s a Win-Win-Win for Fans, Teams, and Venues

The Next Wave of Game-Changing Companies Will be Life-Changing Companies

Going Back to Go Forward: Foundational Needs Take Center Stage

The New Playbook for B2B E-Commerce; Our Investment in Balance

Consumers Want Resale—But the Business Model Needs Refining

Democratizing Access to Real Estate; Introducing Arrived

Faire’s Max Rhodes Has the Heart (and Drive) of a Small Business Owner

The World’s Next Great Digital Health Company; Our Continued Investment in ŌURA

Access to the Best Medical Care, No Matter Where You Live; Introducing AmplifyMD

Personal Care to Serve America’s Shifting Demographics; Introducing A-Frame

Homebound's Nikki Pechet Is Ready to Build

Shepherding the $2T Government Procurement Market into the E-Commerce Era; Introducing Pavilion (formerly CoProcure)

The Future Forerunners; Fund VI $1B

Commerce Tools and Memberships for Independent Restaurants; Our Investment in Table22

Metafy's Josh Fabian Is Turning World-Class Gamers Into Coaches

Bennett Carroccio on Connecting Influential Sellers to Endless Inventory

Rebuilding America by Empowering Main Street, USA

Dutch Founder & CEO Joe Spector on Unlocking the Pet Telehealth Landscape

Enabling The Entrepreneur Next Door; Introducing TravelJoy and Fora

Loupe Founder & CEO Eric Doty on empowering sellers and building community

Q&A: Thomas Bowman, Co-Founder & CTO, Eclipse Foods

Commerce Potential is Everywhere; Introducing Canal

A Generation-Defining Company; Congratulations, Warby Parker

Julie Bornstein: The Queen of E-Commerce

A Healthcare System That Shouldn't Need to Exist; Introducing Alkeme

Investing in Relationships; Introducing Clay

DUOS Co-Founder & CEO Karl Ulfers: We Need to Reinvent Caregiving—Now

Pet Health is Going the Way of Human Health; Our Investment in Dutch

Your CAC Doesn’t Matter

Transforming a Heritage Hobby for a New Age; Our Investment in Loupe

Screendoor: Supporting Underrepresented Voices with Capital and Community

Reimagining Freedom at Any Age; Our Investment in DUOS

Prose Co-Founder & CEO Arnaud Plas on the power of personalization

The Next Revolution in Commerce Will Be Driven by the Seller

Interior Design at Your Fingertips; an Investment in The Expert

Empowering Consumers to Find the Best Possible Brands; Introducing Thingtesting

Making Plant-Based Dairy Indistinguishable from Conventional Dairy; Introducing Eclipse

Congratulations to Nicole Johnson, Our Newest Partner

Education Will Never Be the Same; Our Investment in Juni

Investing Where People Demand Change