The 6 VCs You'll Meet
I’ve been in venture for ~10 years now.
Robby’s Substack
My personal Substack
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Latest posts
Agents Are Coming For Your SaaS
Whether you like it or not, we’ve entered the agent era
From AI Apps to Agents: Investing in Manifold Security
Investing in Manifold Security's $8M seed round alongside Costanoa, Rain Capital, and Cherry Ventures
Fundraising Off Lofty Endgames
The dark side of kingmaking
Is Venture Really a Team Sport?
The case for independent venture investing
Investing in detections.ai - Using AI + Community to Supercharge Threat Detection
I'm SO thrilled to announce Modern Technical Fund is leading a round in detections.ai!
Investing in Keycard: Building the Trust Layer for AI Agents
Like many of you, I already use AI agents every day - from personal agents that manage my calendar to vendor agents that handle support.
MetalBear Raises $12.5M to Turn AI-Generated Code Into Reliable Software
AI tools for writing code have exploded - Cursor, Windsurf, GitHub Copilot - but creating code is just step 1.
Partnering with RunReveal
Announcing their $7M raise to replace legacy SIEM with AI-native security workflows
Has AI Killed Product Moats?
In the age of AI, defensibility looks different