Viewpoints


Insights from Fabrica Ventures Team.

September 1, 2024

The AI Scientist First Original Research Papers

Are we on our way to achieving AGI? Automated AI research is the critical step towards the “intelligence explosion”, which will lead to “superintelligence”, a state […]
August 26, 2024

US VC Fund Performance, Q1 2024

Carta is the leading fund administrator for startups (and a portfolio company of Fabrica Ventures). It recently released a VC Fund Performance report, data as of […]
August 16, 2024

Vertical AI

Bessemer Venture Partners coined the term “SaaS cloud” and have been highly influential in shaping the SaaS landscape. Among Bessemer’s contributions stands out the “State of […]
August 10, 2024

Tokens-as-a-Service (TaaS)

This week, Groq announced a $640 million funding round with Fabrica Ventures among the participating investors. AI chips address two critical phases of the AI lifecycle: the […]
August 3, 2024

The Intelligent Content Platform

Egnyte is now part of the Fabrica Ventures portfolio. Based in Mountain View, the company provides a secure SaaS platform for content collaboration and governance, serving […]
July 27, 2024

No Need to Be a Tech Hot Name

Last Wednesday, July 24th, marked the worst performing day of the Nasdaq index this year, primarily due to mixed earnings results from Alphabet and Tesla. It […]
July 13, 2024

AI Tipping Point?

Recently, many voices have been raised arguing that AI has reached a tipping point. Most of the arguments are merely trivial: * “AI requires an entire […]
July 7, 2024

Consulting 2.0

I worked in management consulting for 25 years. I vividly remember the boom of “web consulting” in the early 2000s. Many specialized consulting firms popped into […]
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 […]