Interview With Founding General Partner Tom Chavez About Building Startups
Tom sharess the Habu $200M exit as a proof point, Fund II ($90M), San Francisco downtown HQ, and new General Partners in 2025 including Omar Tawakol & Peter Day.
The focus now: AI-native architecture (not bolt-ons), increased velocity, founder wellness, and solving real pains from insertion product → platform.
Read more on the Pulse 2.0 article
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The Daylight Principle in Agentic AI. What Is It and Why is it Critical? AI’s Context Challenge. In the previous post in our Augmented, Not Artificial series, we argued that the shift from rigid SaaS to adaptive, intelligent platforms represents the most consequential evolution in enterprise software since the cloud. But recognizing that shift is the easy part. Realizing its benefits is harder.
A non-engineer builds a playful AI-powered app in minutes, showing that modern tools make speed, creativity, and product-building accessible to anyone.
In the first article on our Augmented, Not Artificial series, we observed that the biggest barriers to realizing agentic AI’s potential in the enterprise are cultural, not technical. The models are ready. The infrastructure is ready. What isn’t ready is how most orgs think about software, ownership, and performance.