We are a San Francisco-based early-stage venture firm championing the fearless ‘ODDBIRD’ (Outlier) founders.
San Francisco
Joined January 2025
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Last week, we hosted an intimate dinner with @ajtennant, Head of Sales at @glean and formerly at @SlackHQ - joined by 30 exceptional early-stage founders.
Big thank you to AJ and every founder who brought energy, curiosity, and candid questions!
#Startups #VentureCapital
Reimagining India’s $200B trucking industry isn’t just a logistics play, it’s an infrastructure transformation.
The new generation of builders in developing markets are unafraid to tackle complex problems and are deeply grounded in customer obsession.
@YABAJI @blackbuck
We sat down with @YABAJI, founder of @blackbuck, India’s largest trucking platform (IPO’d in 2024 and is now valued at $1B+), to unpack what it takes to IPO and run a public company!
Link to full video: youtu.be/SfQmE40xP5k
#Startups #IPO #India
Are you:
a. Building an AI-native company?
b. Selling to enterprise?
c. Or just eager to learn the real mechanics of AI blitzscaling?
If you answered yes to ANY, this dinner is for you.
If you answered yes to ALL, there’s no better room to be in.
Join us for an intimate Dinner + AMA with @ajtennant, who’s helped scale not one, but two enterprise giants (@glean and @SlackHQ ) to $100M+ ARR in <3 years!
Link to register: lu.ma/1wy78zpd
Just a while ago, @glean and @AnteriorAI were ambitious ideas — early AI experiments. Today, they are true AI killer apps!
"Odd" today more often than not becomes "Obvious" tomorrow 🚀
Proud to have backed both from the beginning.
#OddTodayObviousTomorrow
Source: Sequoia
𝗖𝗵𝗶𝗿𝗽𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗗𝗗𝗕𝗜𝗥𝗗 𝗻𝗲𝘀𝘁 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸: We’ve been chirping about rare earth supply chains, AI services, bottlenecks in manufacturing, and the rising seed valuations.
#VentureCapital #AI #SupplyChain #Startups #Manufacturing #RareEarth
3. 🔍𝗜𝗻𝘀𝗽𝗲𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 is a sharp bottleneck across manufacturing industries. Inspection systems are unable to keep up with the manufacturing output. Casting shortages are next in line.
Where do MOATs lie in a world where software development costs are being driven to near zero!?
We broke this down in detail with Wayne over a cup of coffee recently!
#MOATs #VentureCapital #Startups
The internet today is starting to look significantly different from what it did even 6 months ago. Protocols like @AnthropicAI's MCP and @Google's Agent-to-Agent (A2A) have made significant progress in enabling communication between AI agents.
Join us tomorrow in our San Francisco office between 2 and 3 pm for a stimulating conversation on how AI can evolve into a truly democratic and distributed ecosystem! Link to register - lu.ma/edi1utwl
PS: AI infra and vertical AI are key focus areas for us! If you're building in these spaces, email us at [email protected]
#MCP #A2A #AIAgents #Startups #VentureCapital