When we started using Claude skills to automate parts of our investment process, the instinct was to codify how the best investors on our team work today – create SOPs for each stage of diligence.

But once we got going, we realised: why constrain yourself to what the best person does now? Why not reimagine what you’d do with infinite time, attention, and expert knowledge?

Two years ago, I would read a startup’s deck before a first meeting. Now I read a six-page report on the product, team, and industry alongside that deck. I ask better questions in the meeting and move faster through diligence.

Founders have a meaningfully better experience, and hopefully we make better decisions.

Links

If you’re wondering how the craft of product is evolving as AI constantly changes, this podcast with Mike Krieger, head of Anthropic Labs and cofounder of Instagram, is very good:

Some brilliant photography and art links:

If you’ve ever adopted a tool when vibe coding because Claude suggested it, then you’ve lived the new Growth paradigm. Explained well here:

I love the “explain how they did it” genre of TikTok:

This is heartwarming..

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Music

One of the best sets I’ve heard, Fred Again consistently attracts legends to play with him, then does something magical:

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