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Why Capital Efficiency Is the New Growth
The founders who reach product-market fit before institutional capital have already proven the discipline most investors only hope for.
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The Third Path: A New Form of Growth Capital
For decades, ambitious founders faced a binary choice. Capital-efficient founders building durable software businesses deserved a different option.
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AI and the Rebuild of the Enterprise Stack
Cloud and open source compressed the cost of starting a software company. AI is now compressing the cost of running one.