Follow the developer. That’s been my strategy for as long as I’ve been an investor.
Every company has been getting more digital for over a decade, which keeps moving developers closer to the center of how value gets created.
That's what led me to
@mitchellh &
@armon at
@HashiCorp, to
@rauchg at
@vercel, to
@nikitabase at
@neondatabase, and more recently to
@fal,
@browserbase &
@superlogical.
The question I get now is whether the importance of the developer recedes as agents write most of the code.
I actually think developers become even more central to value creation in an increasingly AI agent-driven world.
There’s more you can build with software than at any point in history, and the surface area for a developer tool has vastly expanded. You’re empowering the developer, as well as that developer’s agents.