Sign in Subscribe

Thought Pieces

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

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

It was a pleasure to host a fireside on AI and fintech last week with Itai Damti and Thomas George. Itai is the Co-Founder and CEO of Unit and has spent years building one of the most important pieces of embedded finance infrastructure out there. Thomas spent 10 years at

Services Won't Become Software

Services Won't Become Software

There's a growing consensus in venture right now that AI is transforming services businesses into software businesses, so much so that services companies are now considered venture-backable in ways they never were before. Several prominent VC firms framed it as a $4.6 trillion "service as software&

Will Vertical AI Survive?

Will Vertical AI Survive?

In the past 3 weeks, Anthropic in particular has been on an absolute tear. Claude Code, Cowork, Claude for Excel and Claude for legal review have left the market asking questions of the entire Saas industry and the emerging Vertical AI ecosystem at large. The current consensus view is saas

Fireside Chat with Yoseph West of Relay

Fireside Chat with Yoseph West of Relay

It was a pleasure to host a fireside with Yoseph West last week. Yoseph is the CEO and Founder of Relay, a platform designed to give small business owners complete control over what they are earning, spending, and saving. In 2025, Relay surpassed $1 billion in customer deposits! Yoseph shared

Taste & Systems

Taste & Systems

For early stage venture investors a consistent debate has always been Team or TAM. Both sides share compelling evidence but where you land is typically a by-product of an innately human perception of risk and tolerance for the messy unknown. Generally, I’ve come away from this debate with the

BTV AGM: Checking In on Embedded Fintech

BTV AGM: Checking In on Embedded Fintech

Back in our Fund I pitch deck, we said "everything is fintech." We even have a big neon sign in our office that says it! The idea was that fintech would become an increasingly important component of successful businesses that others don't traditionally think of as

AI-Native Systems Are The Default

AI-Native Systems Are The Default

A few weeks ago, I published Fintech x AI: The Next Great Intersection, the first of a two part segment, wherein I shared more about the opportunities we are currently observing at the intersection of Fintech x AI. I covered emergent business models, the types of products taking shape and