Viewpoints

Recently, many voices have been raised arguing that AI has reached a tipping point. Most of the arguments are merely trivial: * “AI requires an entire […]

I worked in management consulting for 25 years. I vividly remember the boom of “web consulting” in the early 2000s. Many specialized consulting firms popped into […]

On June 14, 2024, the Financial Times published an article titled “Silicon Valley’s Lightspeed shifts focus to secondary markets – A sign of how traditional investment […]

Last week, Netskope, a cloud-based cybersecurity startup and a portfolio company of Fabrica Ventures I, announced it had surpassed the $500M ARR mark. Simultaneously, Netskope’s CEO […]

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 […]

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 […]

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 […]

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 […]

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 […]