As we announced Jump's Fund 8, I found myself reflecting on something. There are days I'm jealous of my friends building and investing in the Bay. That's where the frontier is.
But being in Chicago and New York has an advantage I've come to appreciate: I'm surrounded by the enterprises buying AI, not just building it.
The conversations sound different. Less "what's possible?" More "what will we actually deploy?"
Platform shifts aren't won by what gets built. They're won by what enterprises adopt.
I'm proud of Fund 8, but the raise was never the win - the win will come from the founders we work with.
We closed Fund 8 at $350M. Here's what we're doing with it.
Backing founders across three shifts reshaping enterprise AI:
→ The application layer, being rebuilt as software finally does the work
→ The infrastructure nobody posts about, making it all reliable
→ Security, for a world where software now acts on its own
Full thesis 👉 https://t.co/w82Vw9lhJ9
We closed Fund 8 at $350M. Here's what we're doing with it.
Backing founders across three shifts reshaping enterprise AI:
→ The application layer, being rebuilt as software finally does the work
→ The infrastructure nobody posts about, making it all reliable
→ Security, for a world where software now acts on its own
Full thesis 👉 https://t.co/w82Vw9lhJ9
Excited to share @Standard_Kernel's seed round and some reflections on what we’ve learned about kernel generation and what we believe is next. Grateful to our amazing team, supporters, and the broader community pushing this space forward.
I used to overweight product at Seed.
Now I overweight founder velocity.
How fast do they:
– ship
– close
– learn
– replace what isn’t working
In early stage, speed compounds more than polish.