Perspectives
AI’s trillion-dollar opportunity: Context graphs
By building context graphs from decision traces, AI agent startups are capturing the "why" behind the "what"—and gaining a structural advantage in shaping what comes next.
Ideas from our partners,
founders, and industry experts
“The ability to determine what should exist, not merely what can—is increasingly critical. In a world full of ‘good enough’ designs, this human element becomes the true differentiator.”
Steve Vassallo, General Partner
“The ability to determine what should exist, not merely what can—is increasingly critical. In a world full of ‘good enough’ designs, this human element becomes the true differentiator.”
Steve Vassallo, General Partner
The State of AI in Design
How design is evolving with AI, and what comes next
From idea to enduring company
You don't have to figure it out alone. Finding customers, recruiting teams, telling your story—we're in it with you.
From idea to enduring company
You don't have to figure it out alone. Finding customers, recruiting teams, telling your story—we're in it with you.
B2BaCEO
A newsletter and podcast for technical founders on the path to CEO
AI in the Real World
A video series on how AI is being applied, with the people making it happen
AI in the Real World
A video series on how AI is being applied, with the people making it happen
AI in the Real World
A video series on how AI is being applied, with the people making it happen
News
Headlines from our investors and portfolio companies
Get insights directly to your inbox.
San Francisco