Viewpoints

Omada Health, a Fabrica Ventures portco, has just filed for IPO (pricing range, timing, and size are still tbd). * * * * * As of […]

The enterprise security landscape is undergoing a transformation, as traditional analog systems are replaced by cloud-based digital solutions. This shift is driven by AI and the […]

As has now become tradition, last week marked another edition of Brazil at Silicon Valley (BSV). The event brought together ~500 Brazucas at the Google Cloud […]

Excerpt from a recent conversation over coffee in Palo Alto with a Fabrica Ventures’ LP: LP: We have seen big discounts (over the last round) on the […]

On March 28, CoreWeave (Nasdaq, CRWV) became the first truly AI-centric company to go public, debuting at $39 per share with a market capitalization of $19 […]

As usual, just like in every other aspect of life, the Pareto principle applies: in 2024, the top 15 startups (SpaceX, OpenAI, Stripe, Epic Games, etc.) […]

Check out this impressive lineup of tech M&A deals announced this quarter: * Wiz acquired by Google for $32B (with a $3.2B break-up fee) * Ampere […]

Plaid has built a widely adopted abstraction layer that provides seamless integration between financial applications, banks, and other financial service providers, Acting as an intermediary between […]

First, a definition: The Keynesian Beauty Contest (KBC)is a concept in behavioral finance that illustrates how people make decisions based on predicting others’ choices rather than their […]