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primary.vc/articles/our-2026-request-for-startups

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Emily is drawn to founders obsessed with transforming overlooked industries, and approaches every partnership with the discipline of someone who's seen companies scale from seed to IPO. AI is moving at warpspeed where entire categories are being created and destroyed seemingly overnight. Agents are systematically translating the “knowledge” part of knowledge work into systems and code. For the first time, many locked up $1T+ profit pools are in play. ‍ There’s four meta-trends and tailwinds that we believe will create opportunities for value creation. For each, we’ve described some examples (not exhaustive!) of the types of opportunities that we’re actively looking to invest in. ‍ ‍ ‍ Between covid shutdowns, tariffs, and now AI uncertainty, our economy has been enduring massive shock after massive shock. And if there’s anything the markets hate the most, it’s uncertainty. Add to that new unpredictable costs in token consumption, power usage, and more means it’s just harder and harder

Emily Man Partner, Fintech & Enterprise AI Nick Daley Senior Associate, Fintech & Enterprise AI Share AI is moving at warpspeed where entire categories are being created and destroyed seemingly overnight. Agents are systematically translating the “knowledge” part of knowledge work into systems and code. For the first time, many locked up $1T+ profit pools are in play. ‍ There’s four meta-trends and tailwinds that we believe will create opportunities for value creation. For each, we’ve described some examples (not exhaustive!) of the types of opportunities that we’re actively looking to invest

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