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Datum Launch
Sometime in 2017, Reid came to me with a pitch for a company called Packet. I loved the name, but when he said it was a bare-metal hosting business, I replied with the obvious: they compete with AWS. He shot back, “Yes, that’s the point. And the guys are amazing.” I went to the meeting,…
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Introducing Encoded Ventures: A New Chapter in Seed-Stage Infrastructure Investing
I’m excited to announce the launch of Encoded Ventures — a solo-GP fund that invests in technical founders building infrastructure software (and occasionally hardware) at the earliest stages. I’ve always been drawn to early-stage projects. I live for the moment when you meet a founder with a unique insight into the technical trends shaping the…
