Letters Patricia Wexler Letters Patricia Wexler

H1 2026

Technology and markets update, new investments in PLCs.ai and Magrathea Metals, follow-ons in Dig Energy and Manifest Technology, and portfolio highlight on Realta Fusion's Commonwealth Fusion Systems partnership.

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Letters Smarty Avila Letters Smarty Avila

H2 2025

Technology/energy markets update, H2 outlook themes, take on renewables pushback, new investments, and firm/portfolio updates.

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Letters Patricia Wexler Letters Patricia Wexler

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 Patricia Wexler Letters Patricia Wexler

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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