Trends we’re watching, coffee chats with the people building them, and short theses on the startups we think should exist.
The single-track career is giving way to creators who run like bootstrapped micro-startups. What is driving the shift, and what it costs.
Global VC topped $250 billion in 2025, but not all bets are equal. The ten sectors where startups are building durable businesses and attracting serious capital.
Tiny teams, little capital and very fast execution: the 2026 trend spotlight on founders who build lean with AI.
Each thesis is a company we would put money behind if we had a fund — the bet, why now, and the one thing that would prove us wrong. If you’re building one of these, write to us.
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