Viewpoints


Insights from Fabrica Ventures Team.

November 23, 2024

Built to simplify complexity

Addepar is a wealth management software for financial advisors and institutions to aggregate, analyze, and report on complex investment portfolios. Its cloud-based investment management platform provides […]
November 16, 2024

It’s time to build

Marc Andreesen and Ben Horowitz are the utmost insiders in venture capital. Through their Andreessen Horowitz VC funds, they have analyzed and invested in thousands of […]
November 9, 2024

Q3 2024 software earnings

As Q3 ends, let’s review how software companies have performed, based on Clouded Judgement’s data from 29 companies: * Every company exceeded Q3 consensus estimates, with […]
November 2, 2024

Cyber60 — 2024

Lightspeed, in partnership with Fortune, has released a list of the top 60 venture-backed cybersecurity companies (the Cyber60), as chosen by a survey of 200 US […]
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 […]