Last couple weeks at Social Graph Ventures: 153 deals reviewed 30 into diligence ~10 founder calls • Post-training • Agent memory • Compute markets • Workplace agents • Compliance for crypto The top companies are building: > Agentic desk that secures compute (~$300k first customer notional at below-market $/hr) > Production traces into private fine-tunes + routing (~10 companies in closed alpha) > Always-on desktop capture for workflow / agent memory (~$52k MRR, ~18k GitHub stars; grew from ~$15k/mo in ~7 weeks) > Multiplayer Claude coworker in Slack (semi-viral OSS launch) > Persistent VMs for long-running coding agents (~55 customers, ~$5.7k MRR, ~60% MoM, ~150% NRR) If you’re building in any of these areas at the frontier, would love to hear from you.