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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

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Legend
Travis May and the value of the space between
Founder · Investor · Operator

Travis May and the value of the space between

From LiveRamp to Protege, Travis May keeps finding businesses in the gaps between other businesses. At Shaper Capital, he is trying to turn that habit into a company-building practice.

travis-may · shaper-capitalRead →
Legend
Bobby Samuels Is Building the Market Behind the Models
Founder · Operator · Executive

Bobby Samuels Is Building the Market Behind the Models

AI has plenty of models and plenty of compute. Bobby Samuels is betting its next constraint is the stubborn, human work of earning access to the right data.

bobby-samuels · protegeRead →