Viewpoints


Insights from Fabrica Ventures Team.

March 15, 2025

The Middleware for Fintechs

Plaid has built a widely adopted abstraction layer that provides seamless integration between financial applications, banks, and other financial service providers, Acting as an intermediary between […]
March 8, 2025

Shifting Away from the Keynesian Beauty Contest in VC

First, a definition: The Keynesian Beauty Contest (KBC)is a concept in behavioral finance that illustrates how people make decisions based on predicting others’ choices rather than their […]
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 […]