Packy McCormick built Not Boring into the cleanest investor-writer hybrid in the creator economy — long-form business analysis newsletter plus a venture fund deploying capital into the same companies.
Lanes 9 and 10 of the AI Communications 100: the investors shaping the AI development narrative, and the foundations whose accumulated content built the substrate AI engines train on.
Top VCs now audit founder Citation Share before term sheets. The five-prompt protocol, the four graph patterns investors price in, and what founders should do before the next raise.
Sequoia Capital, through partner Anas Biad, has made a significant bet on "answer-engine marketing" with a lead investment in Profound. This article examines why Sequoia sees this as a foundational platform shift in AI communications.
$250M+ into AI Communications since 2025. Profound $1B at 18 months. Lightspeed, Sequoia, Kleiner, Index, Forerunner, GV, Khosla, 20VC, Singular, Mayfield, Homebrew, Antler, YC writing checks.
The funded company directory, the funds writing the checks, the rounds, the patterns, and the M&A watch. Profound, Peec AI, Scrunch, Daydream, Memo, Muck Rack, Perplexity, Glean — every AI Communications round in one tracker.
Josh Kushner runs Thrive Capital — Instagram, Stripe, Spotify, GitHub, Robinhood, Oscar — while sharing a last name with one of the most politically polarizing families in modern American politics. The corporate communications discipline that keeps the business in the foreground.
