Viewpoints


Insights from Fabrica Ventures Team.

March 1, 2025

Late-Stage VC Optionality

In Antifragile – Things That Gain from Disorder, Nassim Nicholas Taleb defines an option as: Option = Asymmetry + Rationality * Asymmetry refers to a nonlinearity where the […]
February 22, 2025

SailPoint: A Strong Start for 2025 Tech IPOs

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 […]
February 15, 2025

It is not everyday that a Fabrica Ventures portco closes a $1.5B

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 […]
February 1, 2025

The Killer Crypto App

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 […]
January 24, 2025

Lambda – The AI Developer Cloud

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. […]
January 18, 2025

Work AI for all

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. […]
January 3, 2025

A Top Gun For Every Aircraft

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 […]
December 26, 2024

2025 US VC Outlook

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 […]
December 21, 2024

Databricks, “The Data Phenomenon”

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 […]