How to pitch me

I invest at the seed and early stage in AI developer tools and the infrastructure underneath them. See my investment thesis for the full picture. 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, solving a problem they know firsthand, not one they read about. I want to be surprised. 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. When 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. A lot of well-intentioned investors give terrible advice to founders because it is at the wrong stage. What you need when you have 5 people is different than when you have 50, 500, or 5,000. I try not to make that mistake.

My evaluation is shaped by my own experience founding companies. I have built very successful open-source businesses and know the specific demands of selling to developers. I have been the founder in the room. That is the lens I bring to every pitch.