Viewpoints

In VC there is a saying that “lemons ripen early”. Bad investments usually die early, while winners take time, leading to the “scary” J-curve. This is […]

How about a company whose mission is to safeguard civilization?! That’s exactly what Dragos aims to do, the latest investment of Fabrica Ventures Fund II. Dragos provides […]

Once again, it was very enjoyable to connect with the vibrant Brazilian VC community (founders and VC managers) during Brazil at Silicon Valley (April 7-9), held […]

CB Insights and PitchBook just released a series of macro statistics for the US VC in 1Q24. The signals were mixed: 1) Funding $34.2B, the highest value […]

[Back in Palo Alto and welcomed by a birds’ spring symphony after 3 weeks fundraising in São Paulo]. The US IPO window has largely remained closed […]

Following Nvidia’s remarkable quarterly results – revenue of $22.1B, 265% yoy growth, net income of $12.3B, 769% yoy growth – the company has now achieved a […]

In a recent post “The 2024 Tech IPO Pipeline” (https://fabricaventures.com/the-2024-tech-ipo-pipeline/), we delved into the likelihood of the tech IPO window opening this year. Now it is […]

The US VC market enjoyed a period of market exuberance from 2019 to 2021 (the zenith year). During this period, according to PitchBook, $29B was committed […]

Databricks is one the most valuable US startups with a valuation of $43B. The company is positioned at the forefront of data and AI services, so […]