Letters Marisa Messick Letters Marisa Messick

Q2 2025

Technology+energy markets update / themes shaping our H2 outlook / our take on the irrational pushback on renewables / new investments / firm and portfolio updates

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Letters Marisa Messick Letters Marisa Messick

Q1 2025

Navigating volatility with first principles / why early-stage venture is compelling now / AI beyond the hype / new investment / key portfolio and firm updates

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Reports Marisa Messick Reports Marisa Messick

Q2 2025

Fund overview, portfolio updates, new investment in Realta Fusion and a follow-on investment in Legend

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