Fireworks AI
AI infrastructure · Seed at the time · fireworks.ai
Passed Oct 6, 2025 by Sam Ortiz. That was 13 months ago.
Conviction for Harbor Street Ventures
27 / 100
De-risking 0.00, thesis fit 0.90, traction 0.00Why you passed
“no enterprise customers yet, inference is commoditizing”
Sam Ortiz's note, word for word
- No coverage
No big customers
Cleared by: a partnership or a named enterprise customer
- No coverage
Market too small
Cleared by: expansion news, reviewed by a person
What changed
No public news since the pass. That means no coverage, not a no. A short check-in note is the best next step.
Re-engagement note
Nothing is sent without your approval
No objection is resolved yet, so this draft is a light check-in rather than a revisit.
Approving sets the Affinity status to Re-engage and files the memo to the fund's Roundtable workspace. No email is sent.