Viewpoints


Insights from Fabrica Ventures Team.

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 […]
December 14, 2024

ServiceTitan – the Operating System that Powers the Trade

ServiceTitan went public last Thursday. The company reported annual revenues of $685M (ltm ended July 31), a 24% yoy growth rate, gross margins of 72%, losses […]
December 6, 2024

Thank You Note

Dear Rubrik Founding Partners, Your incredible journey — from humble beginnings in India to building a $10B+ tech powerhouse in just a decade — is nothing […]