Viewpoints


Insights from Fabrica Ventures Team.

December 22, 2025

Fast and Furious

It’s good to end the year on a high note. Last week, Glean announced it has surpassed $200M in ARR, doubling revenue in just nine months. […]
December 14, 2025

An AI Wall for Management Consulting?

I worked in management consulting for 25 years. We lived by the mantra, “change is good for consulting”. That line always held true — until now, […]
December 8, 2025

Private Secondaries Are Ripping

Back in 2020, when Fabrica Ventures began, secondaries were considered a niche strategy. Fast-forward to today, they have become an essential tool for portfolio management in […]
December 1, 2025

ShipBob: The Platform Powering the New Right to Two-Day Shipping

I have a certain “emotional” attachment to e-commerce fulfillment businesses, as we once led the interim management of the company that ultimately became Amazon’s beachhead in […]
November 22, 2025

Wall Street Meets Silicon Valley

In the past month, major Wall Street institutions entered the VC secondaries space with a wave of acquisitions. Charles Schwab acquired Forge for $660M and Morgan […]
November 12, 2025

The AI Agents Battlefield

From Miami Early in the AI supercycle, we presented our Investment Committee with an opportunity to invest in an AI customer-support chatbot. One of the members, […]
November 9, 2025

The Cronus and Zeus Cycle in AI

The myth of Cronus and Zeus captures one of humanity’s oldest themes — the Cycle of Power. A ruler becomes afraid of being replaced → he […]
November 1, 2025

Fabrica Ventures Featured in CB Insights Case Study

We are proud that CB Insights, the most powerful VC intelligence platform, has featured Fabrica Ventures in its most recent customer success story. Since our inception, […]
October 24, 2025

The Unprecedented Acceleration of AI and Why It’s Not a Bubble

Anthropic (founded in 2021) closed 2024 with $1.0B in annualized revenue and a $62B valuation, implying a 62x revenue multiple at the time of Fabrica’s investment. […]