james seanFounder of Architect Capital, a San Francisco-based investment firm focused on complex, mission-driven private market opportunities. Previously invested in Juul (harm reduction) and recently acquired ~16% of OnlyFans at a $3B valuation with plans to increase to a majority stake. Describes himself as a value investor at core who structures LP bases to avoid principal-agent problems.
james saganFounder of San Francisco-based multi-strategy firm Architect Capital; previously invested in Juul; focuses on complex, misunderstood harm-reduction businesses with incentive-aligned LP base.
matt murphyMatt Murphy is a partner at Menlo Ventures who led the firm's seed investment in Anthropic and focuses on AI infrastructure, applications, and frontier model companies.
jackson aderCovers ~100 software companies; analyzes Q2 earnings, M&A landscape (sharks and minnows), and Salesforce's Agentforce trajectory.
phoebe louPhoebe Lou is a reporter at The Information covering Nvidia and the semiconductor industry. She broke the story about Nvidia testing reduced-memory versions of its Rubin Ultra GPU due to HBM supply constraints.