Mike Duboe is a Greylock partner who previously led growth at Stitch Fix from early scale to IPO and brings that hands-on experience to his investing, focusing on commerce infrastructure like headless commerce and the Shopify ecosystem rather than just consumer brands. He challenges standard VC metrics by pushing founders to think about payback periods and contribution margins instead of CAC/LTV ratios, and specializes in marketplaces and commerce plumbing while co-hosting "The Intelligent Marketer" podcast. Mike Duboe is a Greylock partner who previously led growth at Stitch Fix from early scale to IPO and brings that hands-on experience to his investing, focusing on commerce infrastructure like headless commerce and the Shopify ecosystem rather than just consumer brands. He challenges standard VC metrics by pushing founders to think about payback periods and contribution margins instead of CAC/LTV ratios, and specializes in marketplaces and commerce plumbing while co-hosting "The Intelligent Marketer" podcast.