Viewpoints

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 […]

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 […]

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, […]

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 […]

“Software is dead (long live the AI agent)” — Satya Nadella (Microsoft CEO) There is a growing consensus that the software future is no longer in […]

“You don’t change a winning team” — Brazilian proverb Erebor, also known as the Lonely Mountain, appears in J.R.R. Tolkien’s The Hobbit as the home of […]

I typically avoid writing about regulations and other forms of non-voluntary exchange, preferring to focus on value creation, but this one is worth highlighting. Today, investing […]

The One Big Beautiful Bill Act (OBBBA) was recently signed into law [as if something Big coming from the government could be Beautiful]. Of course, no […]

Although Silicon Valley grew alongside the defense sector, the two have drifted apart since the Internet boom of the 1990s. With the military reliant on sluggish […]