Michael Gilroy
speaker
885 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Michael Gilroy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
And this is, you can only do this if you're saying no to all the other stuff.
We're not reactive to trends or subsectors where we don't feel like we have a right to win to begin with.
And so by being focused and by saying no, we can pour time into these founders when they're like, man, the platforms are, yes, they have the mindshare, they have the brand, they have media companies now.
But the GP is not texting me every day.
The GP is not asking me for the latest pipeline so we can go out there and help them win.
The announcement that we just have today is a company called Stryker.
It's AI agent security.
We came in and just hit our network so hard and brought tens of customers to them out of the gate.
And the founder called us one day and he's just like, I've never seen or heard of anything like this.
And that's where we want to make our brand.
We're not very loud out there.
We're going to keep the firm small from both an AUM, not a fund size and team standpoint.
And the only way to continue this strategy is by doing that.
We will never be an index firm.
I love this.
And this is what is changing right now.
And I think the best founders are starting to see that because they have been sold this over promise from the platforms for six, seven years now.
The way we talk about it internally is if we do what we know we can do in our pre-portfolio and a round comes up and we don't get allocation, it hasn't happened yet.
Let's hope it never happens.
We want it to feel like a breakup, right?
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