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Thoughts on building durable technology companies

We share what we're learning about technology investing, infrastructure software, operations, and the craft of building businesses designed to last.

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September 22, 202510 min read

What We Look For: Evaluating Infrastructure Software

A transparent look at our investment criteria for infrastructure and developer tools companies. What makes a business durable enough for permanent ownership.

StrategyDeveloper ToolsInfrastructure

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Topics

Data Developer Tools Engineering Growth Infrastructure Long-term Thinking M&A Market Analysis Operations Philosophy Platform Portfolio Support Security Strategy

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