Inside the firm
A Tall Order
The hardest company to build is the one no one’s built before. The hardest cheque to write is the first. We named ourselves after both.
Read it
The hardest company to build is the one no one’s built before. The hardest cheque to write is the first. We named ourselves after both.
Read it

In March 2026, we did something no fund is supposed to do: we stopped investing. For three months we took the whole process apart and rebuilt it around AI. Here’s why.

Right now, every fund with a chequebook is elbowing into the frontier labs. It's where the money is rushing, but it's not necessarily where the growth is.
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