From Ether to Atoms
Insuring physical AI is hard, unglamorous work. It's also bank for whoever figures it out first.
The Trillion Dollar Asset Class Nobody Can Insure
Data centers can't get insured. Not at the scale being built. Not even close.
What's the Deal with VCs Becoming RIAs?
There’s been a lot of talk about VCs starting to look more like PE firms, or even registering as RIAs. So is VC dead? Let’s unpack what’s really happening and how true venture purists should operate in this new era.
The Moneyball Series: What Really Drives Startup Success? Episode 3: Is Operator Experience Relevant?
Is operator experience truly an advantage—or could it be holding founders back in today’s rapidly evolving tech landscape? Explore whether veteran operators have the edge or if fresh perspectives drive startup success.
The Moneyball Series: What Really Drives Startup Success? Episode 2: How Important is Accurate Market Sizing?
Top down vs bottoms up and whether market sizing exercises matter
The Moneyball Series: What Really Drives Startup Success Episode 1: Does Attending a Top University Matter?
An ongoing series analyzing the key factors investors use to predict startup success, and testing their impact irl.
Agentic AI Is Here, But Where Should It Focus?
In this next era of Agentic AI, where should VCs make our first bets?
10 Reasons Why Vietnam is the Next Tech Hotbed
Tariffs, young talent, foreign investment, and an entrepreneurial mindset makes Vietnam the place to be for VC investments.
What is DeepSeek, and Why It’s Time for VCs to Rethink Their Investment Strategies
A look at why VCs need to change their AI investment strategy based on the latest news from DeepSeek.