Viewpoints

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]