How we actually think.

Short, useful, founder-first. No thought-leadership filler.

Essay · James Stut · June 9, 2026

The slow no is costing you your runway

"No" takes thirty seconds to say. The average pass takes six weeks to arrive — if it arrives at all. Here's why VCs ghost, what it actually costs you, and why we put a public clock on ourselves.

Read →
Thesis · Colin Wirch · May 27, 2026

Most of your code was written by AI. We underwrite that.

We don't care if you vibecode — most of the best teams we see do. We care who's in charge of the code, and whether anyone has looked at what the AI quietly shipped. Due diligence has moved into the repo.

Read →
Thesis · Debra Stattmeier · May 14, 2026

If AI writes the code, why isn't your product live?

The deck-only pre-seed round is over — AI killed it, in a good way. Building has never been cheaper, which means a working product is the new minimum bar. Here's what "working" means to us, and where we invest.

Read →