Insights from Fabrica Ventures Team.

January 25, 2022

2021: A Banner Year for US VC

(All data from Pitchbook) US VC broke all the records in 2021. All statistics, in every dimension, were really astonishing. And we have to take into […]
January 16, 2022

Containers and Kubernetes Security

Sysdig has recently announced a new funding round (series G) of $350M, doubling its valuation from $1.2B to $2.5B. This round happened just 8 months after […]
December 28, 2021

Cerebras Systems: The World’s First Wafer-Scale Processor for AI

Artificial Intelligence (AI) can be defined as “the ability of a digital computer or computer-controlled robot to perform tasks commonly associated with intelligent beings” (Britannica). The […]
December 11, 2021

Good or Bad News?

By excluding the 5 biggest stocks – Apple, Microsoft, Amazon, Google and Facebook – the Nasdaq Composite Index is in bear market territory in 2021, with […]
December 4, 2021

Do VC-Backed IPOs Perform Better?

Pitchbook recently tried to answer this important question for investors in general in the article “Index of Venture-Backed IPOs”: do VC-backed IPOs perform better than the […]
November 26, 2021

The Winner Takes It All

PeterThiel’s now classic book ‘Zero to One’ is about how to build companies that create new things and new markets. “Of course, it’s easier to copy […]
November 13, 2021


Elon Musk, the world’s richest person, was in the news this week (no news) for his Tesla shares selling. Musk sold a $5 billion block, or […]
November 6, 2021

Emotional Market Cycles in Brazil

The Brazilian stock market index (IBovespa) reached its peak 13.5 years ago, in May 2008, at 72,767 points. Adjusted to inflation (IPCA), this peak level would […]
October 2, 2021

To IPO Or To Direct List

The recent IPO of Toast and the direct listing of Amplitude raised again the issue of what is the best method to go public under the […]