Investor Perspective

What's My Stage Again?

Why seed is obsolete — and the age of Inception capital

Feb 27

Verticals #19 — AI-Powered Growth Equity

With Dave Pandullo & Scott Hoch of AQL Growth

Feb 25

The Dispatcher Problem

Vertical AI & the Dispatcher Problem

Feb 13

VERTICALS #11 - Forty Predictions for 2026

Winners, losers, and the trends in Vertical AI that matter

Dec 31, 2025

1:23:25

Euclid Insights: 2025 Year In Review

We often get asked by founders, LPs, and fellow GPs why we invest so much time and effort into content.

Dec 19, 2025

NeurIPS 2025: What Actually Matters

The papers that hint at the future of Vertical AI in 2026+

Dec 15, 2025

VERTICALS #8 - Vertical Aggregators

With Sam Youssef, Co-Founder & CEO of Valsoft Corporation

Dec 10, 2025

50:03

The Quiet Death of VC-Founder Alignment

How AI and AUM are shifting investor incentives at the early stage

Dec 4, 2025

VERTICALS #4 - AI Marketplaces

With Jack Greco, Co-Founder of ACV Auctions

Nov 13, 2025

1:14:11

VERTICALS #2 – AI Roll-Ups

With Jeremy Yamaguchi, Founder / CEO of Cabana

Oct 29, 2025

1:07:00

Examining the assumptions and incentives behind the economy-wide bet on GPUs

Sep 25, 2025

We Have Met the Enemy and He Is Us

The Mind-Virus of Big Venture has become a Pandemic

Sep 4, 2025

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