20-year veteran at Beringea, a 30-year-old early growth capital firm investing in US and European companies; focuses on capital-efficient growth businesses.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
As frontier models become cheaper/widely available/open-source, portfolio companies benefit from lower launch costs and capital efficiency; European thesis thrives where capital less freely available; SaaS businesses rebuilding with AI seeing dramatically lower dev costs and better reactions.