Our Perspectives

VC was stale for a long time but, now, the Maximizer/Optimizer split I forecast has shown up in the numbers. LPs have an interesting new decision to make.

The velocity differential between AI-augmented operators and traditional ones is now wide enough to decide category winners inside a single funding round. To help, step-by-step template for founders standing up an AI-augmented GTM operating system — from a 30-minute Day 1 setup through the weekly rhythm that compounds.

Off-the-record real talk on Southern fundraising — the actual numbers, the unexpected traps seed investors set, why median valuations are a fairy tale, and the Carta data that should reset how you think about exits. From Lisa Calhoun's 90-minute founders workshop.

Enterprise AI consolidation is underway — and the companies winning the deals aren't just from Sand Hill Road. This week's SmartCommerce/Ahold expansion is a case in point . . .

Five provocative takeaways from this week's Recast Summit at Parker Palm Springs — including why one experienced LPs is now openly skeptical of track record. Notes from the flight home to Atlanta.

Lessons from a live Valor workshop on AI go-to-market for founder-led sales. Frameworks, Claude skills, and real founder wins from the room.

Did you know your board meeting reflects how you're growing from founder to CEO? Here are three stages top founders grow through fast.

When you build AI where the domain expertise already lives, you compress the cycle from prototype to paying customer.