Seth Rosenberg is a Greylock partner who grew up in Winnipeg around gritty family-business entrepreneurs, shaping his focus on ambitious founders from non-traditional backgrounds rather than typical Silicon Valley archetypes. He specializes in AI + fintech with an 80% domain / 20% AI framework, looking for companies where most value comes from the underlying fintech business with AI as an accelerant, and runs a hands-on model where he works with only a few founders per year as a thought partner from the pre-idea stage.

• Strong conviction that established SaaS companies are best positioned to deploy AI agents rather than being replaced by them. He argues that high-quality software firms acting as systems of record will successfully integrate these agents to automate workflows, citing examples like compliance automation in financial services.
• A deep focus on fintech defensibility and infrastructure, specifically noting that traditional moats like regulatory licenses, capital markets relationships, and trust cannot be easily replicated by new code or AI alone. He highlights stablecoin payments and financial crime prevention as areas where infrastructure is essential for global mainstream adoption.
• Contrarian investment approach toward market fluctuations, looking for high-quality companies that are currently undervalued but poised to benefit from AI. He specifically points to sectors like cybersecurity and enterprise systems of record as prime targets where the market may have ignored strong fundamentals during sector rotations.
• Interest in hard tech and physical infrastructure that supports the digital economy, moving beyond pure software to include defense, energy, and chips. He has celebrated milestones in ambitious engineering projects, such as the development of supersonic flight and powerful engines required to support American AI capabilities.
• Prioritization of exceptional, product-focused founders who leverage deep experience in their specific verticals. He frequently praises teams that apply insights from previous roles at major tech firms to build new industry leaders, betting on founders who focus on product excellence above all else.