N47 | Activity | F4N47 Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Investment
Invested in Euno's Series A, the missing context layer for enterprise AI.
Euno
Matthew Cowan published a thesis essay on the collapsing cost of AI inference.
The AI price collapse has only just begun
Podcast
Matthew Cowan joined a podcast discussion on why founders shouldn't waste time thinking about competitors.
Matthew Cowan, Steffen Wulff Petersen, Ben Dixon on competitors
Essay
Matthew Cowan published a perspective on revenue models and metrics in the consumption-pricing era.
Revenue models, metrics, and the investor conversation in the consumption era
Podcast
Matthew Cowan discussed which pain points founders should prioritize solving.
Matthew Cowan, Jahan Khanna on founder pain points
Essay
Lak Ananth and Jonathan Goldberg published a perspective on on-demand intelligence infrastructure.
Intelligence On Tap
Investment
Backed Enzo Health's Series A, N47's most recent investment per CB Insights.
Enzo Health
Essay
Published a thesis essay on the bifurcation of North American venture capital as AUM doubled between 2019 and 2024.
The great bifurcation