Infra

AI represents a generational shift in computing — following in the footsteps of the microprocessor and the internet — and it will deliver commensurate improvements in cost, efficiency, and human productivity.

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AI Canon

Derrick Harris, Matt Bornstein, and Guido Appenzeller

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Investing in GitButler

Peter Levine and Matt Bornstein

Et Tu, Agent? Did You Install the Backdoor?

Joel de la Garza, Malika Aubakirova, and Zane Lackey

Investing in Deeptune

Marco Mascorro and Martin Casado

Your Data Agents Need Context

Jason Cui and Jennifer Li

The State of Generative Media 2026

Jennifer Li and Justine Moore

Marc Andreessen: Who Runs the World’s AI?

Marc Andreessen and Jeetu Patel

Investing in Shizuku AI

Justine Moore, Marco Mascorro, and Martin Casado
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