We don't have a space thesis. Our thesis is if you back a lot of exceptional founders... it's not AI replacing humans, but it is a fun operating with a lot of products
“But that means for us that we've built effectively an intelligence platform that helps us take the best decision.”
But that means for us that we've built effectively an intelligence platform that helps us take the best decision. So it's not AI replacing humans, but it is a fun operating with a lot of products that we've developed in house. I see. The core of the pieces is all of this is to help us found find the best founders, and that's that's what we look for. That's what we invest in. We don't have
Why this clip
Clear articulation of investment philosophy - founder-focused rather than sector-focused thesis. The AI clarification addresses common misconceptions about AI-native firms while positioning their human+AI approach as differentiated.
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