Fabrica VC

If there was any doubt that public market investors were desperate for AI exposure, Cerebras’ IPO answered it. Earlier this week, Cerebras increased both the price […]

When Fabrica Ventures invested in Palantir Technologies in 2020, one characteristic initially bothered us: its gross margins hovered around ~60%, well below the ~75% benchmark of […]

(From São Paulo — arguably the best restaurant city in the world) Last week, the tech giants Amazon, Alphabet, and Microsoft reported Q1 earnings. All three […]

Sacra was built on a simple premise: private markets deserve the analytical rigor public markets take for granted. This means institutional-grade depth on fundamentals, with modeling […]

I first met Alexandre Villela about five years ago at a small get-together at a friend’s house in San Jose — an early Tesla investor and […]

We’ve known the core Sacra team — Marcelo Ballve, Jan-Erik Asplund, and Walter Chen — for many years. Sacra is a venture research powerhouse — one […]

2026 began with high expectations for a reopening of the IPO window — “IPO markets look primed to accelerate in 2026,” PwC, Dec 12, 2025 … […]

Defense tech has been on a tear lately, emerging as one of the clearest beneficiaries of a rapidly shifting geopolitical landscape. Venture capital deployment into the […]

In his 1983 classic High Output Management, Andrew Grove (Intel co-founder and third CEO) explores how to optimize information flow and managerial leverage. He argues that […]