Insights

Our Theses - From the blog.

Essays and investment announcements from the MVP team — how we see the markets we invest in, and why.

Blog
Sep 17, 2026 · 4 min read

The Best Consumer AI Lets You Be More Human

Why we believe the new generation of consumer AI companies will be defined by trust, memory, and helping people carry the mental load of everyday life.

Blog
Sep 14, 2026 · 6 min read

You Can’t Retrofit Legitimacy

When technology gets too far ahead of governance, companies can find themselves reacting to the rules instead of helping shape them.

Blog
May 26, 2026 · 3 min read

Why Today’s Unicorns Look Nothing Like the 2010’s

A new model of scale, ownership, and value creation is emerging

Blog
Apr 23, 2026 · 7 min read

AI Is Forcing a System-Level Redesign of the Data Center

The next wave of infrastructure will be defined by the founders who can build across the stack.

Blog
Feb 05, 2026 · 3 min read

The Web Experience Layer for the Agentic Era

We’re excited to announce MVP Ventures’ investment in Fibr AI, which just raised a $7.5M round led by Accel.

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Fibr AI
Blog
Jan 28, 2026 · 3 min read

The Next Phase of Insurance Brokerage Requires a New Operating Model

Why MVP Ventures invested in Gyde’s AI-native approach to brokerage transformation.

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Gyde
Blog
Jan 20, 2026 · 6 min read

Investing in Government Engagement as a Competitive Advantage for Founders

Why MVP Ventures is investing in helping founders navigate Washington

Blog
Nov 17, 2025 · 3 min read

From Co-Investor to Category Creator

How consistent, hands-on support transformed a secondary role into a strategic one.

Blog
Nov 06, 2025 · 4 min read

How MVP Ventures Became a No-Brainer for Founders

From day one, MVP Ventures’ (MVP) mission has been to make partnering with us a no-brainer — not by writing the biggest check — but by delivering the most value per dollar. That focus has fueled our momentum from our first investments to our recent $125 million Fund II, built on the same founder-first model that earned us a lasting place on the cap tables of the founders we back.

In their words

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