Viewpoints


Insights from Fabrica Ventures Team.

October 26, 2024

Bridge: The Largest Crypto Acquisition

Blockchain was a red-hot technology in 2021-2022, with VC investments skyrocketing from $4.2B in 2020 to $25.3B in 2021 (a 500%+ increase) and further to $29.4B […]
October 19, 2024

EMW 2024

Coatue Management, a technology-focused fund, hosts every year the Coatue’s EMW (East Meets West) conference. EMW has become a significant event in the tech world, bringing […]
October 12, 2024

AI Neocloud

AI Neocloud refers to a new breed of cloud compute provider focused on offering GPU compute rental. The rise of the AI Neoclouds has captivated the […]
October 5, 2024

Sassy

In the pre-cloud computing era, IT resources were hosted in data centers and most corporate activities took place at company offices. Enterprises would traditionally put perimeters […]
September 28, 2024

Tech Blue Note

Alexis de Tocqueville, a Frenchman who traveled extensively in the US, wrote Democracy in America, widely regarded as the most influential book on sociology and political science […]
September 21, 2024

Rate Cuts! A Game Changer for VC?

The Fed has just cut rates by 50 bps and is on track of further cuts. Without delving into the merits of the decision — since, […]
September 16, 2024

$1B in value per employee

As even the rocks know, the key driver for economic growth is productivity. There are several metrics for business productivity, being revenues per employee a popular […]
September 1, 2024

The AI Scientist First Original Research Papers

Are we on our way to achieving AGI? Automated AI research is the critical step towards the “intelligence explosion”, which will lead to “superintelligence”, a state […]
August 26, 2024

US VC Fund Performance, Q1 2024

Carta is the leading fund administrator for startups (and a portfolio company of Fabrica Ventures). It recently released a VC Fund Performance report, data as of […]