Perspectives on consumer internet, social technology, and seed-stage investing.
Essays, market views, and investment frameworks from the investors at Oroai Ventures.
We are announcing the close of our $180M Seed Round led by IVP — a defining moment for Oroai Ventures and for seed-stage investing in consumer internet and social technology.
As users grow more selective, the platforms that earn genuine engagement — not just clicks — will define the next era of social tech.
The creator economy is maturing. We examine the infrastructure plays and platform dynamics that will determine winners.
Network effects compound fastest at the earliest stages. A framework for evaluating social startups before they find product-market fit.
How interest-based communities are evolving from informal gathering spaces to structured economic ecosystems.
Social platforms are becoming distribution channels. The race to own discovery-to-purchase is just beginning.
Public feeds are saturated. The most compelling social dynamics of the next decade will play out in private and semi-private channels.
Voice-first social products are carving out a distinct behavioral niche. We explore where the category goes from here.
A tactical breakdown of the strategies employed by category-defining social platforms to achieve initial network density.
Gen Z users engage differently with social platforms. Understanding their behaviors is essential for anyone building the next major platform.
Five years into Oroai Ventures, Jacob Robinson revisits the founding thesis and why the opportunity in consumer social remains larger than ever.
Figma proved that multiplayer functionality can transform professional software. Which categories are next to be reinvented by social mechanics?
The signals we look for before writing a first check into a consumer social company — and the ones that make us pause.
Oroai Ventures