Viewpoints

Two watershed milestones were recently achieved by Kraken, a Fabrica Ventures portfolio company: 1. Kraken becomes the first crypto company to secure Fed master account access […]

Accessing Anduril through the secondary market turned out to be one of the hardest companies for Fabrica Ventures to get into. Our first approach was to […]

Plaid is the fintech infrastructure company most people never see — yet almost every fintech depends on it. Its APIs connect bank accounts to applications like […]

I remain very keen on management consulting — after all, I worked in the sector for 25 years and built strong, lasting friendships along the way. […]

CB Insights has just released its 2025 global “State of Venture” report. Two statistics in particular stood out to me: 1. The US share of global […]

Packy McCormick published a long essay, The Power Brokers — a16z and the Rise of the Future, in January 2026, just as a16z raised a massive $15B […]

Legal tech has become one of the most dynamic verticals in VC over the past three years. For decades, legal research operated as a comfortable duopoly […]

Ten days after the announcement, the Brex sale to Capital One for $5.15B has generated a flood of coverage. It now stands as the largest exit […]

After a three-year freeze, crypto companies are quietly returning to the IPO market. This shift is not speculative — it is structural. Regulation and enforcement-by-lawsuit have […]