Viewpoints

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. […]

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. […]

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 […]

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 […]

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 […]

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 […]

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

Each year, ICONIQ, a prominent VC fund, analyzes financial and operating data from (mostly) its portfolio of startups — primarily SaaS companies — to uncover insights […]

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 […]