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Twenty-five years ago, I could have written that same sentence and replaced “AI” with “the Web,” and forty years ago, “the personal computer.” This is not an article about needing to use Claude or other agentic AI tools; that is something you should be doing already. In this case, I’m talking about a fundamental restructuring of how software gets built and deployed.

Welcome to our portfolio spotlight series, where we highlight the teams behind some of the most ambitious technical companies. A company is only as strong as the people behind it, which is why we share the stories of the teams driving these disruptive innovations.

Every founder faces the same question: how fast should you go? In conversation with our Venture Partner, Duleepa “Dups” Wijayawardhana, we explored why so many startups struggle to balance speed, quality and scale, and how to get it right (at least most of the time). As Dups puts it, for every rule there is an exception, and for every exception there is something to learn.