The House Fund made more consumer AI investments in 2026 than the previous four years combined
jfiance · x · 2026-09-21
The House Fund recounts investing first in Nikita Bier's tbh, which hit #1 on the US App Store and was acquired by Facebook. After years focused on enterprise, infrastructure, and AI, the fund made more consumer investments in 2026 than in the prior four years combined, arguing AI now lets tiny teams build far more capable products, deeply personalized software, and entirely new interfaces—while human behavior remains as unpredictable as ever.
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