Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Phin Barnes published an AI investment thesis arguing that energy and application layers offer the most durable margins in the AI economy, with middle layers facing commoditization pressure.
Where the Sweetest Margins Live in Jensen's 5-Layer Cake
Launched the Investor in Residence program with Michael Coates (former Twitter CISO, founder of Seven Hill Ventures) as the first IIR focused on cybersecurity investments.
Led Kenzo Security's $4.5M seed round, providing capital and supporting GTM, talent, and product for the AI-native multi-agent security operations platform.
Closed TheGP Fund II at $300M to continue the sweat equity model, doubling down on delivering both capital and operational builder expertise to early-stage founders.