Not All Systems of Record Are Created Equal

March 18, 2026

On-device vs Cloud

February 27, 2026

Dodgy Student Loans & Claude Code

February 05, 2026

Backing Lateral: Health & Financial Services for the 60+

February 03, 2026

Building In A K-Shaped World

January 14, 2026

As Language Commoditises, What Comes Next?

October 09, 2025

Dealing with the Content Sprawl

September 28, 2025

The Allocation Problem

September 10, 2025

Shifting Sentiment, Are Grads Cooked?

September 05, 2025

Conquered, We Conquer?

August 25, 2025

Are Growth Buyouts Venture? You’re Asking The Wrong Question

August 05, 2025

European VC Might Actually Stifle Innovation: Venture Mirages & Random Walk

July 22, 2025

OpenAI Is Moving Into Services, You Should Too?

July 15, 2025

The Narrative Maze Beyond SaaS

June 30, 2025

Beyond SaaS: Robot-Enabled Services

March 31, 2025

Backing Paloma Health: Tech-Enabled Specialty Care

March 31, 2025

Verticalised Media for Verticalised Software: Lessons From Modo Energy

March 31, 2025

Backing Nory: The Intelligent Restaurant OS

March 31, 2025

Backing Ramp: B2C Forecasting Fixed

March 31, 2025

Backing Scan.com: Enabling Imaging-as-a-Service for Digital Health

March 31, 2025