# P    e    r    s    p    e    c    t    i    v    e    s

Mar 18, 2026

[Rivia’s $15m Series A to improve patient outcomes](/content/perspectives/rivias-15m-series-a-to-improve-patient-outcomes/index.html)

Our investment in Rivia's $15m Series A

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Sep 15, 2025

[Picks and Shovels in the AI Gold Rush](/content/perspectives/picks-and-shovels-in-the-ai-gold-rush/index.html)

The cloud era created multiple $10bn+ middleware companies who sold 'picks and shovels' to other plays in the ecosystem. We see parallels with the AI market today and believe a similar story will play out with a new generation of tools.

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Jul 7, 2025

[Defensibility in the AI Era](/content/perspectives/defensibility-in-the-ai-era/index.html)

In the age of large language models, defensibility now lives where proprietary workflow data, built-in growth loops, and rapid experimentation intersect.

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Mar 24, 2025

[What are Modern Product & Data Companies](/content/perspectives/what-are-modern-product-data-companies/index.html)

Modern Product & Data companies outcompeting legacy providers will lead to a wave of disruption in the business tech stack.

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Dec 1, 2024

[Defiant 1.0 - Our Why](/content/perspectives/defiant-i-our-why/index.html)

Re-imagining what a venture fund could look like, with a thematically-led, data-driven and product-centric approach to B2B software & fintech investing.

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