A company we invested in is announcing both their Seed and Series A tomorrow, and I’m about to Open Source my investment memo. We are far from the first to do this, but I have to admit, every time I’ve seen it, I’ve thought: big deal. But I have to tell you I’m nervous af.…

One framework I like to think about in large developer tools opportunities is what I'm trying to call lowering the floor and raising the ceiling.…