Viewpoints


Insights from Fabrica Ventures Team.

June 22, 2024

Trailing in SV

On June 14, 2024, the Financial Times published an article titled “Silicon Valley’s Lightspeed shifts focus to secondary markets – A sign of how traditional investment […]
June 10, 2024

A Teaching from Yoda

Last week, Netskope, a cloud-based cybersecurity startup and a portfolio company of Fabrica Ventures I, announced it had surpassed the $500M ARR mark. Simultaneously, Netskope’s CEO […]
June 2, 2024

Skin in the Game

Certain books withstand the test of time and merit periodic rereading. I believe all Nassim Taleb’s books belong in this category, along with Orwell’s ‘1984’ and […]
May 25, 2024

The Curious Case of Destiny Tech 100

On March 26, 2024, the Destiny Tech100 (DXYZ) fund began trading on the NYSE. DXYZ aims to hold stakes in some of the top VC private […]
May 22, 2024

Exabeam-LogRhythm Merger

The cybersecurity market is experiencing a significant consolidation process which puts pressure on smaller stand-alone companies. In line with this trend, Exabeam and LogRhythm announced their […]
May 11, 2024

AI/ML Platforms

This week, Fabrica Ventures’ Investment Committee discussed the prospect of investing in an AI/ML platform. AI/ML platforms offer end-to-end AI life cycle development, management and deployment […]
May 5, 2024

Lemons Ripen Early

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 […]
April 21, 2024

Safeguarding Civilization

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 […]
April 14, 2024

Surely a Network That Is Big Enough Can Do Anything!

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 […]