How to pitch me

I invest at the seed and early stage in AI developer tools, infrastructure, and cloud. The best way to reach me is through a warm introduction from a founder in my network. I read every intro that comes through and respond to most.

What gets my attention: founders with taste. Relentless, unstoppable, driven people solving a problem they know firsthand, not one they read about. I look for what I call the surprise test. A product that changes how you think about a problem the first time you use it. You try it once and wonder how you ever worked without it. Tailscale was like that. Continue was like that. If the reaction is “this is what it should have been all along,” that is a strong signal.

I am less interested in pitch-perfect narratives than in real usage and honest thinking about hard problems. Show me the thing. Tell me who is using it and why they cannot stop. Tell me what is hard about the market and how you think about it. The advice that people give founders, particularly in the early days, is often stage-inappropriate. I try not to make that mistake.

My evaluation is shaped by my own experience founding companies. I have built from zero, navigated open-source business models, and understand the specific demands of selling to developers. I have been the founder in the room, and I invest accordingly.