Fabrica VC


Insights from Fabrica Ventures Team.

October 24, 2025

The Unprecedented Acceleration of AI and Why It’s Not a Bubble

Anthropic (founded in 2021) closed 2024 with $1.0B in annualized revenue and a $62B valuation, implying a 62x revenue multiple at the time of Fabrica’s investment. […]
October 17, 2025

Let’s Go Andrew!

Our Brazil-only biweekly happy hours have become a real tradition. It’s energizing to meet such an exceptional group of friends — startup founders, researchers exploring the […]
October 13, 2025

Portfolio Construction Debate

One of the oldest discussions in VC and portfolio theory centers on how many startups to back and how much to invest in each. Some managers […]
October 6, 2025

Physical AI: Silicon Valley’s New Frontier

Today, it’s no longer news that “VC investments” in Silicon Valley essentially mean “AI investments.” Over 2/3 of the capital is flowing into AI. AI is […]
September 26, 2025

The Case for Saving for the Age of AGI

AI is rapidly emerging as the most transformative innovation in human history, with exponential progress that could soon transform the world as we know it. We […]
September 19, 2025

Netskope (Nasdaq: NTSK) IPO

Cybersecurity firm Netskope (Nasdaq: NTSK) raised $908M in its IPO last Thursday. Shares climbed 18.4% on the first day of trading, bringing the company’s market capitalization […]
September 12, 2025

Fabrica in the Cloud 100 2025

Fabrica Ventures was established with the goal of serving as a bridge between Brazilian investors and the US VC. Obviously, building an early-stage VC fund without […]
September 5, 2025

Our Most Valuable Portfolio Company Yet

Anthropic has just announced a $13B fundraising round at a $183B post-money valuation, representing a 2.5x increase in price per share. To put this in perspective, […]
September 1, 2025

The New Manhattan Project

The Making of the Atomic Bomb — the Manhattan Project —, by Richard Rhodes, is the epic account of humanity’s greatest engineering project, a feat that […]