Ethan Kurzweil is the co-founder and managing partner of Chemistry, a deliberately small venture firm that makes only 5-10 investments per year with a pure early-stage focus, explicitly rejecting the multi-stage platform model in favor of concentrated bets on what he calls non-consensus founders with heretical worldviews. He has a distinctive thesis around developers as the most leveraged function in business and seeks AI companies whose functionality is so superior they become effectively monopolistic in their category, backed by early investments in Twilio, PagerDuty, Intercom, and LaunchDarkly.