|
Hi Reader, One of our portfolio companies, Rosarium Health, just closed a $6M seed round — less than 12 months after we led their previous round. And this week, we broke down exactly why we wrote that first check on our new podcast. Cameron Carter and the team at Rosarium Health are building the infrastructure to make the home a reliable site of care — coordinating assessments, home modifications, and reimbursement through a single platform, across 34 states, for a population that healthcare...
The Infrastructure Gap Is Closing. What Do We Build Next? A few weeks ago, we published a piece arguing that AI is doing something structural — not just making existing systems more efficient, but changing who gets served in the first place. Over 60% of our list opened it. The responses that came back weren't the usual "great post" replies. People forwarded it to colleagues. Founders recognized their own companies in it. Investors pushed back and wanted to keep talking. That conversation is...
Hi Reader, We've been thinking a lot about how AI is changing what founders can build—and who they can build it for. One exciting trend we've noticed within the companies in our portfolio, is that AI is letting them stay lean, lower overhead, and reach communities that legacy systems previously left behind. We put together our thoughts into the essay below: AI as Infrastructure. AI is making it possible to serve customers that legacy systems couldn't afford to reach before. That's not an...