Fabrica VC

Insights from Fabrica Ventures Team.

June 2, 2024

Skin in the Game

Certain books withstand the test of time and merit periodic rereading. I believe all Nassim Taleb’s books belong in this category, along with Orwell’s ‘1984’ and […]
May 25, 2024

The Curious Case of Destiny Tech 100

On March 26, 2024, the Destiny Tech100 (DXYZ) fund began trading on the NYSE. DXYZ aims to hold stakes in some of the top VC private […]
May 22, 2024

Exabeam-LogRhythm Merger

The cybersecurity market is experiencing a significant consolidation process which puts pressure on smaller stand-alone companies. In line with this trend, Exabeam and LogRhythm announced their […]
May 11, 2024

AI/ML Platforms

This week, Fabrica Ventures’ Investment Committee discussed the prospect of investing in an AI/ML platform. AI/ML platforms offer end-to-end AI life cycle development, management and deployment […]
May 5, 2024

Lemons Ripen Early

In VC there is a saying that “lemons ripen early”. Bad investments usually die early, while winners take time, leading to the “scary” J-curve. This is […]
April 21, 2024

Safeguarding Civilization

How about a company whose mission is to safeguard civilization?! That’s exactly what Dragos aims to do, the latest investment of Fabrica Ventures Fund II. Dragos provides […]
April 14, 2024

Surely a Network That Is Big Enough Can Do Anything!

Once again, it was very enjoyable to connect with the vibrant Brazilian VC community (founders and VC managers) during Brazil at Silicon Valley (April 7-9), held […]
April 7, 2024

Cautious Optimism

CB Insights and PitchBook just released a series of macro statistics for the US VC in 1Q24. The signals were mixed: 1) Funding $34.2B, the highest value […]
March 30, 2024

Astera Labs and Reddit Icebreakers

[Back in Palo Alto and welcomed by a birds’ spring symphony after 3 weeks fundraising in São Paulo]. The US IPO window has largely remained closed […]