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We identify and invest in a small number of entrepreneurs and the companies they build, from seed to scale.

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Contrary Research

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Is the Memory Shortage Intentional?

Claire Burch

In this piece, we unpack the market action around memory prices, its ripple effects across the consumer and industrial electronics market, and the supply and demand curve that is emerging around AI.

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Artificial Influence: The Rise of Advertising in AI

Claire Burch

As of January 2026, the transition of frontier AI companies from venture-backed "growth at all costs" models to sustainable profit engines remains precarious, with advertising emerging as a double-edged sword rather than a guaranteed life raft.

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How GLP-1s Broke Healthcare Distribution

Sophia Ye, Sachin Maini

The GLP-1 shortage didn’t just reshape obesity treatment; it exposed a parallel healthcare system.

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The Case for Specialized AI

Karina Chen, Claire Burch

What is driving failure to retain enterprise users, and what is the solution?

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