Direct dispatches, underwriting post-mortems, and quantitative hedging notes from the Flourish partners. No fluff. Just real numbers and hard-learned lessons.
Oct 2026
Frontier labs release new models every quarter. If a startup is just a prompt on top of an API, the next model release destroys their business overnight.
Sep 2026
Three pitch decks we saw last week were simple API wrappers around foundation models. How to spot genuine defensibility before wiring seed checks.
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Investment Committee Desk · Flourish Management