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Hunter Walk

Partner & Co-Founder
Investor Bay Area
| LinkedIn Twitter Website VCSheet
Background
  • Co-founded Homebrew in 2013 with Satya Patel
  • Director of Product Management at YouTube (2003–2013) — helped build it from Google acquisition to global platform
  • Previously product leader at Google (AdSense) and Linden Lab (Second Life)
  • Founded Screendoor LP (backs emerging and diverse VC fund managers)
  • BA History from Vassar, MBA from Stanford
  • Prolific writer — hunterwalk.com is one of the most-read VC blogs
Investment Focus
  • "Bottom Up Economy" thesis — products that give individuals and small businesses tools to compete with incumbents
  • New Work tools (remote teams, productivity, education)
  • Consumer products that monetize through B2B
  • Next-gen infrastructure
  • AI as making capabilities previously available only to large tech companies accessible to small teams
  • Product-centric thinking is paramount — cares about UX and product experience
Notable Investments
  • Chime (neobank, $25B+)
  • Plaid (financial infrastructure, $13.4B)
  • Cruise (autonomous vehicles, acquired by GM)
  • Gusto (HR/payroll)
  • ShieldAI (autonomous defense)
  • ClassDojo, Finix, Honor, Boom Supersonic
  • 12 unicorns across 171-company portfolio
AI Agent Relevance
  • "Bottom Up Economy" thesis maps perfectly to agent infrastructure that democratizes capabilities
  • If your platform lets a 5-person startup deploy AI agents that previously required 50 engineers, that is a Homebrew pitch
  • YouTube/Google product background = deep understanding of platform dynamics and developer adoption curves
  • However: less focused on deep protocol/infrastructure, more on productized software
  • Smaller checks ($250K–$1M) — better as co-investor or for lean rounds
  • Concentrated approach means deep operational support
  • Best positioning: lead with product experience and "so what" for small teams, not technical architecture
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