Viewpoints

In Antifragile – Things That Gain from Disorder, Nassim Nicholas Taleb defines an option as: Option = Asymmetry + Rationality * Asymmetry refers to a nonlinearity where the […]

SailPoint Technologies, an identity security company, went public for the second time on February 13, marking the first major tech IPO of 2025. The company raised […]

The AI chip developer Groq announced this week that it has secured a $1.5B commitment from Saudi Arabia to accelerate its AI chip delivery. This deal […]

Quoting Voltaire from 1729: “Paper money eventually returns to its intrinsic value – ZERO”. Indeed, history shows that all fiat currencies have gone without fail to […]

Typically, an AI startup business model revolves around creating a product based on an LLM that requires some form of pretraining, fine-tuning, and ultimately later inferencing. […]

As a late-stage VC fund, Fabrica Ventures has been cautious about investing in AI application startups, as most are still in the deployment or scaling phase. […]

The modern battlefield is increasingly autonomous and software-driven, fueled by foundational developments in AI. Within 15 years, robots, drones, and other autonomous systems are projected to […]

Each new year brings a flood of market predictions. Here is a summary of PitchBook’s outlooks for the US VC in 2025: 1. Valuation growth for […]

Last month, I attended a Databricks conference in Mountain View with my daughter, a data scientist. Databricks, an 11-year-old powerhouse in databases and analytics software, is […]