The journal

Thinking out loud, in public.

We write to clarify our own conviction. This is where the partnership publishes essays on first-check investing, field notes from our desks around the world, and a clear record of every company we back — plus the events and announcements worth marking on your calendar.

Upcoming events

Jun 26, 2026 · San Francisco First Check Dinner — Frontier AI founders Invite-only · request a seat
Jul 15, 2026 · Virtual Robotics Roundtable With operators & founders
Sep 09, 2026 · Virtual Office Hours: pre-seed fundraising Open to all founders

Announcements

Jun 2026 New brand & website launch A new chapter for the firm
May 2026 New investment: Quanto Tech Labs Our latest first check · AI for accounting firms
Apr 2026 Two new investments closed Across SaaS & enterprise AI
Q1 2026 Global desks now in six cities SF · NYC · Toronto · London · Chennai · Singapore

All insights

The archive.

From the fund's origin to our most recent news — every essay, investment note, and announcement, newest first.