News + Insights
News, insights, and milestones worth sharing
Why we Invested in Superlight
Superlight has what appears on the surface a contrarian approach, and yet we believe it has the right product, in the right segment, at precisely the right time, led by the right team.
Datacenters as Catalysts, not Villains
The question is not whether this buildout happens. The question is whether the rest of society benefits from it.
Can These Roaring 20s Get to a Golden Age Without Crises?
The future is not preordained. We have far more agency than we think, and the choices that political and technology leaders make during moments of transformation determine whether progress compounds or collapses.
Why We Invested in PLCs.ai
We have to win by being a smarter, more automated, more innovative version of ourselves. Luckily, this is happening at a time when AI is advancing at a lightning-fast pace and opening white space to rethink everything. PLCs.ai is building the foundational software layer for the modern factory that finally makes complex automation understandable, adaptable, and massively more productive.
Is AI the Biggest Game Changer or Are We in a Bubble? Yes
As the excitement around AI accelerates, the inevitable “are we in a bubble or is this time different?" is up for debate. Our answer is simple: AI is completely transformative, and yet the path isn't so different vis-a-vis previous revolutions.
