Today's venture market is filled with "AI companies" with the label being applied across every sector. This 'inflation' conflates true AI innovation with marginal productivity enhancements and hurts retail LPs, dilutes deal flow, and stokes the hype machine in unproductive ways.
Read moreIn 2024, we extended our focus on the American Dynamism thesis, investing in companies focused on reindustrialization, defense capabilities, and more. We also supported founders in our network who were building AI companies or developing new product capabilities in industries where we have expertise, even if their startups fell outside our American Dynamism focus.
Read moreLarge institutions often speak their own language, but when that language is full of acronyms and abbreviations founders may run across a slew of unapproachable terms even in the earliest customer conversations. We navigate this landscape, focused on defense and aerospace companies selling into government organizations like DOD (Department of Defense) and DIU (Defense Innovation Unit).
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