What the AI bubble will leave behind

The software opportunities begin where the capex ends

May 28 • Joseph Alalou

7

1

4

Perfect Is Easy. Imperfect Is Hard.

How trying to get Claude to write like me taught me a lot about writing.

May 20 • Maddi Holman

12

8

5

The Midnight Invoice

Every well-capitalized team that tried to disrupt home services looked at the same market; Ara and Vahe built the tool their fathers, industry pros…

May 15 • Maddi Holman

6

1

4

The AI Margin Paradox

A public market lens on private market investing

May 12 • Joseph Alalou

7

2

4

Owning Ops

Our lens on investing in Vertical AI for Services SMBs

May 4 • Joseph Alalou and Maddi Holman

11

6

3

April 2026

The Trojan Notebook

The enterprise deal started in a grad school lab.

Apr 14 • Maddi Holman

3

1

The Algorithm Will See You Now

Efficiency is the AI-first pharmacy's fatal flaw

Apr 6 • Maddi Holman

6

3

3

March 2026

Winning Rules

Our edge in regulated industries

Mar 27 • Joseph Alalou and Maddi Holman

13

4

4

Learning to code

Dangerously. Skip permissions.

Mar 23 • Joseph Alalou

5

1

4

28 LP Meetings in 28 Days

What the shortest month taught me about the long journey of fundraising

Mar 5 • Maddi Holman

6

4

2

Prophet Motives

A long tale of short memories.

Mar 2 • Joseph Alalou

7

3

9

February 2026

Save As

Iconic 'whiz kids' in tech

Feb 24 • Joseph Alalou

7

1

3