1Q26 Newsletter

May 22, 2026

Why We Invested in Rely

May 19, 2026

Fireside Chat with Itai Damti of Unit + Thomas George of Housecat

May 16, 2026

Why We Invested in InstaSwitch

May 05, 2026

Can new companies be built as MCPs?

April 07, 2026

Podcast: JC on Venture Grounds

March 18, 2026

Services Won't Become Software

February 26, 2026

4Q25 Newsletter

February 12, 2026

Will Vertical AI Survive?

February 09, 2026

Fireside Chat with Yoseph West of Relay

January 21, 2026

Team or TAM? Wrong question…

January 14, 2026

Fireside Chat with DocShield

December 18, 2025

Fireside Chat with Layer

December 15, 2025

Checking In on Embedded Fintech

December 10, 2025

AI-Native Systems Are The Default

December 02, 2025

Why We Invested in Kaaj

November 19, 2025

3Q25 Newsletter

November 11, 2025

Fintech x AI: The Next Great Intersection

November 06, 2025

On the Heels of Fund III: Fintech’s Next Chapter

October 31, 2025

Why We Invested in Monk

October 08, 2025

Announcing BTV III 🚀

October 02, 2025

Kin on Axios

September 08, 2025

Why We Invested in Meroka

September 04, 2025

2Q25 Newsletter

August 14, 2025

Why We Invested in Layer

July 09, 2025

1Q25 Newsletter

May 14, 2025

Agree on TechCrunch

May 06, 2025

Builders & Buyers: Sheel Mohnot on AI, Authenticity, and the Future of Fintech

May 01, 2025

Building at the Intersection of AI and Financial Services

April 28, 2025

The Mint Recap: Fireside Chat with Misha Esipov

April 17, 2025

Deck on Techcrunch

April 16, 2025

The Mint Recap: Fireside Chat with Frank Rotman

April 01, 2025

Ponte on Techcrunch

April 01, 2025