Original Capital

In a time of drastic change it is the learners who inherit the future. The learned usually find themselves equipped to live in a world that no longer exists.

— Eric Hoffer, 1973

The World

This decade we move up the Kardashev scale. Some fields compound at 5x a year: one year of 2027 will hold 3,125 years of 2022. Recursive self-improvement is near. Millennium problems fell in 88 hours. The world is asymmetric. Longevity may outrun the clock and dying becomes a choice. Humans will be a small fraction of the world's intelligence. The jagged frontier of science will be smoothed and pushed out. Eight billion people need to come along. As code, intelligence and skill become abundant, value moves elsewhere. Fabrication is the bottleneck: ideas arrive faster than they can be built and tested.

Original Founders and Companies

Original founders see what nobody else sees, and have the depth to back it. Some are commercial scientists taking a result from lab to market. Some are dreamers with a precise, unreasonable picture of the future. Some have lived what the rest of us haven't. They start from an insight and peel the world back layer by layer, seeing more finely each pass, inching toward the destination. It takes courage, a chip on the shoulder, a desire to see the world change, and the ability to compound.

We back founders building for the new world.

Portfolio

21 companies

—
Select a company

* Companies from our professional and personal portfolios

Team

We invest early, usually the first check, $500k to $5M. Our job is to hold founders to the most ambitious version of their worldview. We do it by surrounding them with S-tier investors, operators and employees.

  • , Partner. Previously Insight Partners, then Chief Strategy Officer at Carta as it grew from under $5M to over $100M ARR. Early investor in Ramp, Aven, Front, Qualia and Instabase.

  • , Partner. Previously Meta (Core Ads, Libra), then Head of Product at FTX, where he also led FTX Ventures and backed Anthropic, Cursor and Solana.

  • , Venture Partner. CEO and co-founder of BRM Software. Previously Summit Partners, RelateIQ, Sourcegraph and Carta.

  • , Venture Partner. Founder of Blockit. Previously Sequoia Capital and Insight Partners.

  • , Venture Partner. Runs finance at the firm. Previously Index Ventures, Carta and HarbourVest.