Welcome to The Foundation, our new newsletter
Welcome to The Foundation, a monthly newsletter from Foundation Capital. For thirty years, we’ve backed extraordinary founders from day zero.
What you can expect
Early-stage insights
Our team’s views on emerging technologies and the industries they’re reshaping, from context graphs to the crypto integration.
Practical value for builders
Guidance on the hard parts of company building, including how to sell to a CIO and why you’re earlier than you think.
Our latest thinking
STEVE VASSALLO
A decade with Cerebras: Reinventing computing for AI
Meaningful relationships take time. So do meaningful companies. From the outside, Cerebras is a 10-year-old company that’s gone public. From where we stand, it’s a 19-year relationship that finally gets to ring the bell.
ASHU GARG, JAYA GUPTA
AI’s trillion-dollar opportunity: Context graphs
By building context graphs from decision traces, AI agent startups are capturing the “why” behind the “what”—and gaining a structural advantage in shaping what comes next.
JOANNE CHEN, LEO LU
The great reorg: A human’s guide
Will humans be managed by agents, or be managers of agents? We talked to 25 companies, from 50-person startups to enterprises with 1,000s of employees, about what happens when you use AI to make an entire org more productive.
RODOLFO GONZALEZ, GRACIE ZARO
Rewriting the way money moves with stablecoins
By moving money in under a second for fractions of a penny, stablecoins are ushering in a new generation of financial services. Over time, we believe DeFi protocols will power a large share of credit decisioning, insurance claims, banking, and more.
More ways to follow us
B2BaCEO with Ashu Garg
A newsletter and podcast for technical founders on the path to CEO.
Spotify – Apple Podcasts – YouTube – Substack
AI in the Real World
Conversations on where AI is heading, and what it means for startups.
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