FOLDER:VSC/THESIS
FOLDER:VSC/THESIS
OUR THESIS
OUR THESIS
OUR THESIS
[ Storytelling is our Superpower ]
VSC backs story-driven founders innovating on dirty, dusty, dangerous problems.
VSC backs story-driven founders innovating on dirty, dusty, dangerous problems.
VSC backs story-driven founders innovating on dirty, dusty, dangerous problems.
Starting a company is easy. Breaking out is hard.
Attention has gotten more expensive.
AI has made software development cheaper every year while the cost & demand for critical human labor has only gone up.
Our investment thesis sits where those forces meet. Bridging the digital divide between knowledge workers and frontline workers. Automation to combat labor shortages.
Storytelling plus Physical AI. We bring our distribution advantage to founders innovating in the real-world.
Starting a company is easy. Breaking out is hard.
Attention has gotten more expensive.
AI has made software development cheaper every year while the cost & demand for critical human labor has only gone up.
Our investment thesis sits where those forces meet. Bridging the digital divide between knowledge workers and frontline workers. Automation to combat labor shortages.
Storytelling plus Physical AI. We bring our distribution advantage to founders innovating in the real-world.
Starting a company is easy. Breaking out is hard.
Attention has gotten more expensive.
AI has made software development cheaper every year while the cost & demand for critical human labor has only gone up.
Our investment thesis sits where those forces meet. Bridging the digital divide between knowledge workers and frontline workers. Automation to combat labor shortages.
Storytelling plus Physical AI. We bring our distribution advantage to founders innovating in the real-world.
[ Storytelling is our Superpower ]
Why we love all things Dirty, Dusty, and Dangerous.
Why we love all things Dirty, Dusty, and Dangerous.
Why we love all things Dirty, Dusty, and Dangerous.
Roughly twenty trillion of global GDP sits in software and knowledge work. More than eighty trillion sits in physical industries.
Construction. Manufacturing. Transport and logistics. Robotics. Energy. Public safety.
These sectors keep our world running yet still operate with the thinnest patina of technology and automations.
They also share a deeper problem. People do not line up for these jobs. Even when pay looks strong, cultural and generational tastes moved an entire population toward digital and creative work. That means as crews age out, younger workers stay away.
Our ability to address these labor shortages in the coming decade will define the next century of our country.
We like these markets for that exact reason. They are big. They matter. They are ripe for innovation.
Roughly twenty trillion of global GDP sits in software and knowledge work. More than eighty trillion sits in physical industries.
Construction. Manufacturing. Transport and logistics. Robotics. Energy. Public safety.
These sectors keep our world running yet still operate with the thinnest patina of technology and automations.
They also share a deeper problem. People do not line up for these jobs. Even when pay looks strong, cultural and generational tastes moved an entire population toward digital and creative work. That means as crews age out, younger workers stay away.
Our ability to address these labor shortages in the coming decade will define the next century of our country.
We like these markets for that exact reason. They are big. They matter. They are ripe for innovation.
Roughly twenty trillion of global GDP sits in software and knowledge work. More than eighty trillion sits in physical industries.
Construction. Manufacturing. Transport and logistics. Robotics. Energy. Public safety.
These sectors keep our world running yet still operate with the thinnest patina of technology and automations.
They also share a deeper problem. People do not line up for these jobs. Even when pay looks strong, cultural and generational tastes moved an entire population toward digital and creative work. That means as crews age out, younger workers stay away.
Our ability to address these labor shortages in the coming decade will define the next century of our country.
We like these markets for that exact reason. They are big. They matter. They are ripe for innovation.