Viewpoints

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

CB Insights and PitchBook just released a series of macro statistics for the US VC in 1Q24. The signals were mixed: 1) Funding $34.2B, the highest value […]

[Back in Palo Alto and welcomed by a birds’ spring symphony after 3 weeks fundraising in São Paulo]. The US IPO window has largely remained closed […]

Following Nvidia’s remarkable quarterly results – revenue of $22.1B, 265% yoy growth, net income of $12.3B, 769% yoy growth – the company has now achieved a […]