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• NAP Log

  Our views on venture investing, emerging sectors, and news from our portfolio. And anything else that crosses our minds.

  10 posts · theirs

Lately

• The n:n Company

  NAP Log · 2026-08-13

• NAP Decode: Why we backed Zelara

  NAP Log · 2026-06-24

• A basketball general manager is a VC without the right to write off bad bets.

  NAP Log · 2026-06-03

• AI is killing friction

  NAP Log · 2026-04-27

• Big Bets on Cheap Chairs

  NAP Log · 2026-04-22

• How we feel about software right now

  NAP Log · 2026-04-08

• Agents break the UI

  NAP Log · 2026-03-25

• You can't automate a factory with a guesser

  NAP Log · 2026-03-04

• Fundraising is broken. The user is gone.

  NAP Log · 2026-02-12

• Introducing NAP 👾

  NAP Log · 2025-02-02

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