Sessions
We Backed Dynamic Creatures Before Stealth
Marc Theermann left Boston Dynamics to turn advanced robotics into characters people want to engage. Why we backed him before the Fortune debut.
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No. 04 · The real economy
Software Never Went Outside
Software has touched about half a percent of the economy. Samuel Adeyemo keeps going where it hasn’t.
Duranta
Aug 22, 2026
ReadNo. 03 · Enterprise rebuild
Machines Are the Primary Producers Now
Thomas Dohmke ran GitHub. Now he’s building the system of record for the era where machines write the code.
Entire
Aug 15, 2026
ReadNo. 02 · Applied AI
He Built the Network. Now He’s Going Back.
Craig O’Neill built the AR network. He’s back for the exceptions software could route but never resolve.
Argentic
Aug 8, 2026
ReadNo. 01 · Applied AI
The Software Kept the Records. It Never Did the Work.
The back office is the first trillion dollars of expert work AI will actually do. Why we backed FullSeam.
FullSeam
Aug 1, 2026
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