Archive - LP Club

February 2026

Fund Analysis: Thrive Capital

Thrive X fund close ~$10B+

Feb 25 • LP Club with Sarah

AI & Capital Weekly Snapshot

US Focus | Feb 15 – Feb 22, 2026

Feb 23 • LP Club with Sarah

Fund Analysis: NVP Capital

Fund II: $80M close; focusing on Vertical AI + enterprise software, seed-stage; U.S.

Feb 19 • LP Club with Sarah

“Cournot Moment” in AI

Small number of firms that compete primarily by committing to quantity/capacity

Feb 18 • LP Club with Sarah

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