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Ideas
To scale to $100M ARR, “Owner Mode” beats “Founder Mode”
Founder-Market fit: knowing yourself leads to success
Shock-proofing supply chain with AI: a $62 billion opportunity
A battle-tested founder tackles security for AI
The AI Hype: $600B question or $4.6T+ opportunity?
Leading NEX’s $3.5M seed round: Next-generation visual foundation models
Goodbye AIOps: welcome AgentSREs—the next $100B opportunity
Reflections on 16 years in venture capital
Docket: from idea to investment in 20 days
What’s Next After Transformers
A Silver Age of AI innovation
