intuition - backing founders moving culture
writing $150k pre-seed checks into companies using bits, atoms, or cells to move culture e.g. delphi, palabra, airbuds, customuse, argil, kangaroo biomed, miso, pinnacle, different health, aicoustics, and others still in stealth. 1) consumer = culture. not consumption. consumer is what happens when technology moves culture. it means obsessing about the cultural wedge as much as the core tech. whether building with bits, atoms, or cells, the hardest problems aren't just scientific - they're also cultural. 2) weird is the way. pay strangers online, swipe faces for love, sleep at a stranger's place, watch others play games. before culture moves, people don't - only a tiny niche sees the magic. embrace the weird. once you've moved culture, it's the high you'll always want back. 3) chasing the c-spot. consumer isn't a market - it's a moment. one that happens when tech gets easier and culture gets eager. when these two curves cross, we hit the "c-spot" and new giants are born. software had i
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