How a very small product can contain a very large company

Some wedges come with their own adoption moment. We call it a ritual.

Aug 12 • Joseph Alalou

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2

July 2026

Your Guide To Corporate Venture Capital

Why not all CVCs are the same

Jul 31 • Maddi Holman

6

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June 2026

How we add value for founders

A perspective on "help"

Jun 23 • Joseph Alalou

8

2

4

Everyone has a "family office" now

Sharing our framework for figuring out who is wasting your time

Jun 17 • Maddi Holman and Joseph Alalou

11

6

4

Nobody hires Kirkland & Ellis because they write good

Why build vs. buy is a false choice in professional services

Jun 10 • Joseph Alalou

8

5

4

May 2026

What the AI bubble will leave behind

The software opportunities begin where the capex ends

May 28 • Joseph Alalou

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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

9

5

The Midnight Invoice

The Builders Series #002: ServiceTitan

May 15 • Maddi Holman

6

2

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 Builders Series #001: Benchling

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

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