15 years backing top technical foundersexternal
Portfolio: Datadog, Runway, Temporal, dbtexternal
First investor for engineers & researchersexternal
Strong AI infra portfolio momentumexternal
New adds: Modal, Luma, Chainguard, Hightouchwebsite
Vertical AI thesis + $125M Avoca roundwebsite
Active content: bio, agent, GPU investingwebsite
Founder testimonials: Temporal, Scribe CEOswebsite
Deep technical writing signals portfolio accesswebsite
Robotics bet: Covariant in portfoliowebsite
New bets: TigerBeetle, CedarDB, Antithesiswebsite
Bio arm active: new advisors announcedwebsite
GPU/audio AI: Gradium, Kyutai investedwebsite
Agent toolchain thesis actively publishedwebsite
Moonbounce: new AI guardrails investmentwebsite
Cancer recurrence bio bet: Infinitopeswebsite
PicnicHealth, Hex in founder rosterwebsite
Supply chain security: Chainguard flagshipwebsite
Data platforms: Hightouch, agent harnesswebsite
Database innovation: TigerBeetle, CedarDB focuswebsite
2026 AI Engineering Report surveyed 1000+ engineerswebsite
Writing fellowship + onchain finance (Allium)website
Deterministic Simulation Testing (DST) prioritywebsite
Memory systems: Engram, Waypoint Bio investmentswebsite
Agent infrastructure: long-running harness, Git-like toolswebsite
Immune engineering & file systems for agentswebsite
Portfolio CEO quotes: Temporal, Scribe validationwebsite
Temporal CEO: Lenny/Mike central to genesiswebsite
Scribe CEO: Mike first call on hard problemswebsite
Content depth: TigerBeetle, Modal, Hightouch deep diveswebsite
Taste investment: quality-focused AI guardrails betwebsite
Samar/Maxim Temporal: Lenny/Mike shaped confidencewebsite
Jennifer Smith Scribe: Mike trusted advisor, tough lovewebsite
Central to Temporal genesis beyond seed investorwebsite
