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- Anthropic valuation analysis: what the private-market numbers prove
- Brian Singerman's Documented Record at Founders Fund
- Dave Munichiello and GV: An AI Portfolio Built Across the Stack
- Saam Motamedi: Greylock's Enterprise AI Thesis
- Samir Kaul and Khosla Ventures' Deep-Tech Portfolio Strategy
- Eric Vishria at Benchmark: a source-bound operator and board-investor profile
- Anjney Midha: from a16z Oxygen to AMP's compute-and-capital strategy
- Ben Horowitz: Operating Experience, a16z, and the AI Fund Strategy
- Konstantine Buhler and Sequoia's Agent Economy Thesis
- Sonya Huang and Sequoia's AI Application Thesis
- Alfred Lin: Sequoia's Operator-Investor and Co-Steward
- Jeremy Liew: Lightspeed, Snap, and Consumer Product Signals
- Joshua Kushner, Thrive Capital, and OpenAI: What the $157 Billion Round Established
- Marc Andreessen: a16z, AI Investing, and Techno-Optimism
- Pat Grady: Sequoia, Enterprise Software, and the Agent Thesis
- Peter Thiel, Founders Fund, and Anduril: A Documented Defense Technology Investment Thesis
- Vinod Khosla's OpenAI Bet and High-Risk Venture Strategy
