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firm narrative

Twelve months on: the case for true early-stage venture

May 15, 2026April 10, 2026 by Michael Berolzheimer
A bee resting on a plain white surface, scale and patience

A year ago I feared the potential demise of true early-stage venture. The data since has confirmed the analysis and compounded the problem. Here is where the prescription stands now.

Categories General Tags Capital Concentration, Emerging Managers, firm narrative, Fund Formation, LP letter, Market Structure, pre-seed investing, SaaSpocalypse, Venture Capital Market

Farewell GenAI 101…

May 7, 2026May 31, 2025 by Michael Berolzheimer
Farewell GenAI 101 featured image: construction scene

In early 2024, Tim Smith and Alejandra Vergara built a five-week generative AI course for Bee founders. Thousands took it. Here’s why we’re retiring it; the answer is the best part of the story.

Categories General Tags AI, AI-first firm, Education, firm narrative, Founders, GenAI 101, Generative AI, Machine Learning

…and we’re off: vibe coding at Bee Partners

May 15, 2026May 15, 2025 by Michael Berolzheimer
Workbench covered with tools and components in active assembly, suggesting building in progress

The Q1 2025 LP letter is the first Bee Partners letter assembled predominantly with AI assistance. Portfolio company updates were drafted by AI; this is what the operating threshold looked like from the inside.

Categories General Tags AI infrastructure, AI-first firm, firm narrative, LP letter, vibe coding

Making the Frontier Curve official

August 13, 2024 by Michael Berolzheimer
Cover page of the USPTO trademark registration certificate for FRONTIER CURVE OF INNOVATION, Reg. No. 7,476,040, registered August 13, 2024 to Bee Partners.

The Frontier Curve has been part of how we think at Bee Partners for nearly a decade. Today, August 13, 2024, it became an officially registered service mark.

Categories General Tags Austin Grisham, Bee history, FCI, firm narrative, milestones, trademark
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