We are optimistic about the future of labor and AI.
We invest across stages
We believe that the early and late stage distinction is over-rated. Early-stage companies can scale faster and with fewer resources than ever before, and late-stage companies can still exhibit power-law dynamics. More than this, we believe our superpower lies at connecting the horse-shoe ends of early and late stages, as energetic talent recycles, path-breaking insights light the way forward, and promising sparks grow rapidly into industry leaders.
We invest for the long term
Long-term partnerships over long horizons, understanding that building great companies requires patience and perseverance.
On optimism
We believe that optimism is the catalyst for innovation and progress. It's not about blind positivity, but rather a growth mindset that sees challenges as opportunities and fuels the courage to pursue ambitious goals. We partner with founders who embody this spirit, driving transformative change through their unwavering belief in a better future.
Our values
These principles guide our decision-making, shape our relationships, and inform our approach to investing and partnering with entrepreneurs.
Harness first principles: We believe in understanding and applying timeless business fundamentals — just as in physics, chemistry or art we are propelled by historical study and innate curiosity to become better at our craft. We study the core principles that drive successful businesses and investing platforms.
Navigate and adapt to ever-changing conditions: Business, economic, social and technology environments are constantly changing. Where others may see challenges, We study these changes, and help our portfolio companies stay agile and responsive to market shifts and new opportunities.
Foster teamwork and diversity for results: Our team is collaborative and treats every individual, company and project with combination of care and gusto. We seek diverse perspectives, constructive deliberation, academic honesty, and entrepreneurs who challenge the status quo.
Learn through practical experience: We have a bias toward action, act with fierce urgency. We learn by doing and doing the right thing. We encourage hands-on approaches and real-world testing to drive continuous improvement.
Embrace the joy of the journey and the company: While we're serious about success, we never forget the excitement of the voyage and the crew. We believe in fostering a culture of enthusiasm and passion in pursuing truth and the future.
Thoughtful, focused purpose trumps speed and chaos: Speed is critical in today’s business and investing environment, but great things take time. Finding the right balance of these tenets separates good from great, failure from success