Investment
Invested in Euno's Series A, the missing context layer for enterprise AI.
Euno
Essay
Matthew Cowan published a thesis essay on the collapsing cost of AI inference.
The AI price collapse has only just begun
AUG 6, 2026
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Euno
The AI price collapse has only just begun
Matthew Cowan, Steffen Wulff Petersen, Ben Dixon on competitors
Revenue models, metrics, and the investor conversation in the consumption era
Matthew Cowan, Jahan Khanna on founder pain points
Intelligence On Tap
Enzo Health
The great bifurcation