
Thoughts on software, AI, venture capital, and company building, with occasional sneak peeks at P9’s kitchen table.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 409 | Founded | 22 days ago | Last Issue | 3 days ago |
| Active | |||||

These days, deals almost always come to us through people we know. What we call “cold inbound” played a slightly bigger role in the early days of Point Nine. The best example is maybe Sascha’s 2012 cold email about the company that became C...
Some time in October last year, a company landed in our pipeline that my partner Ricardo flagged as “fairly outside of AI :)”. As we found out, there’s actually quite a bit of AI in it — but it’s certainly not a typical software company. Wh...
Last week I wrote that we, a firm known mostly for its focus on B2B SaaS, have invested in startups working on autonomous navigation for spacecraft, personalized cancer vaccines, and micro-drones that hunt mosquitoes (stealth), among other...
In case you quietly filed Point Nine under “boring SaaS investor” … well, first of all, I’m not going to blame you. We’ve been investing in SaaS since 2008 and have been talking about SaaS metrics, CAC/LTV, cohort analyses, etc. ever since....
One of the big challenges for many founders right now is to get their organization fully “AI-pilled”. In contrast to 1–2 years ago, it’s now very rare to have people in tech startups say that they “don’t believe in AI”, pointing to all the...
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The writers behind this newsletter.
Founder turned angel investor turned VC, investing in AI for the digital, physical and biological world.
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