Phin Barnes · 20 August 2026 · Investment Thesis

Raise less and build software

Phin Barnes, Partner @ The GP

Phin Barnes argues that top founders should build capital-efficient software companies distributing AI to specific end-users, rather than pursuing massive deep-tech or hardware bets that create punishing dilution and dependency on future capital markets.

Read the full post on Phin Barnes ↗

Topics: AI (Horizontal) · Enterprise Software

Published by Phin Barnes · their site ↗

More from Phin Barnes

SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.