Partner at Index Ventures focusing on cybersecurity and cloud infrastructure; led Index's investment in Wiz (largest venture-backed M&A ever), previously served on board of Adallom (acquired by Microsoft), and backs founder-first across AI agents, security, and enterprise software.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
June combines science-fiction-scale imagination (simulating every person on Earth) with rigorous enterprise execution (PC graduation, weekly active users), a contradiction that signaled exceptional founder quality and made Simile the priority investment for the year.
Conviction built entirely on founding team quality over six years, leading Index to double, triple, and quadruple down across Series A, B, and later rounds; people-first thesis validated by $32B Google acquisition.
Invested based solely on founder Parag Agarwal (ex-Twitter CTO/CEO) with five-page internal memo focused entirely on him; he proved prescient about AI agents' need to access the web, and the company is now executing exceptionally.