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How we add value for founders
A perspective on being helpful.
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
10
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
8
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
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
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