News & Insights

Thoughts on technology, investing, and building

Perspectives from our team on the trends shaping the future of technology and how we're thinking about investments.

3 articles

The Rise of Agentic AI: Why We're Betting Big

Autonomous AI agents are transforming how businesses operate. Here's why we believe agentic systems represent the next major platform shift.

By Emily Harrington

As AI workloads explode, the infrastructure layer needs a complete rethink. We explore the opportunities in AI infrastructure.

By Jonathan Pierce

AI is transforming cybersecurity -both as a threat vector and a defensive tool. Here's how we're thinking about security investments.

By Cole Ortiz