Insights
Notes from the work.
Essays, technical research, and short memos from the partners and the firms we invest in.
- News
News
Harbor Runtime raises a Series A
The build cache pattern is finally reaching mid-market engineering orgs. A short note on why we led the round.
Equity For Tech · 2 min · Jun 24, 2026
- Research
Research
Model routing is becoming infrastructure
A snapshot of the model gateway market: who benchmarks what, why price-per-request beats price-per-token, and where routing gets embedded next.
Equity For Tech · 2 min · May 24, 2026
- Essay
Essay
The quiet return of developer tools
Developer tooling was declared "solved" a decade ago. The next wave is the boring, expensive part: build systems, artifact management, and CI cost.
Equity For Tech · 2 min · Apr 24, 2026
- Memo
Memo
Hiring the first platform engineer
A hiring rubric we use with portfolio companies making their first infra hire, plus the mistakes we see most often.
Equity For Tech · 2 min · Mar 24, 2026
- Essay
Essay
Notes on technical due diligence at the seed stage
What we actually look for in the codebase before a seed check, and what founders should stop worrying about.
Equity For Tech · 2 min · Feb 24, 2026