Invest in Founders, Not Categories: Glimpse’s Success
Heard this from VCs? "You're great, but your category isn't." I invest in top-notch founders, not categories. Case study: Akash Raju , Anuj Mehta , and Kushal Negi at Glimpse . Started out in a completely different business. But got to know CPG companies well, and pivoted to AI deduction management. Even then, some VCs thought their ACV and market size were too small. But the best founders know better than the best VCs. And when they face obstacles, they iterate to figure it out. Bet on the founder, not the category. Congrats to the team at Glimpse for your Series A led by Andreessen Horowitz ! Jack Moshkovich 8VC
Hightouch: Rapid Evolution From Analytics to Vertical AI
Which AI company has evolved their product most rapidly? Hightouch is the clear winner in my mind. When I invested in 2021, they were building *Operational Analytics.* A few months later, they broadened to *Reverse ETL* to meet customer demand...
Product‑Obsessed Startups Secure Billion‑Dollar Valuations
Two of my portfolio companies announced blockbuster rounds today: Gamma ($68M Series B at $2.1B valuation) and Scribe ($75M Series C at $1.3B valuation)! What they have in common, besides incredible founders: a maniacal focus on the product and user...