Featured

September 2026

How Long Does a GPU Last?

GPU depreciation at hyperscalers isn't about hardware lifespan—it's about accounting timing: chips earn half their lifetime cash in two years but are depreciated evenly over six.

Perspectives

September 2026

The 10 Companies AI Can't Scale Without

As AI infrastructure scales past GPU constraints, supply chain bottlenecks are shifting to memory, power equipment, and data center land—creating 2027-2028 pricing opportunities the market hasn't yet valued.

Perspectives

September 2026

How the GPU Became Collateral

Three years ago nobody would lend billions against GPUs. Now the paper is rated A3 and sits in insurance portfolios.

Perspectives

August 2026

How Matic Got Robots into 10,000 Homes

Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes

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Perspectives

June 2026

Build the Agent or Power the Agent?

On MCP, headless products, and where your value actually lives.

Perspectives

June 2026

China's Open-Weight Takeover

How Chinese AI labs and platforms like Qwen, DeepSeek, Kimi, ByteDance, and Alibaba came to dominate open models, work around compute constraints, and reshape the global AI landscape

Perspectives

June 2026

Software Ate the World. Now Hardware Is Eating Software.

AI value is rotating back into semiconductors, data, and models — and thinning to a sliver at the application layer.

Perspectives

June 2026

What is Compute Express Link (CXL)?

The interconnect rewiring AI memory: turning stranded DRAM into a shared resource as memory prices spike and KV cache becomes the bottleneck

Firm News

June 2026

Wing Welcomes Danny Wen

We're thrilled to welcome Danny Wen to Wing Venture Capital as Head of Business Development!

Perspectives

June 2026

The ABF Substrate Bottleneck

A Japanese food company controls ~95% of the insulating material inside every AI accelerator shipped today.

Perspectives

June 2026

Light, Radio, and the Race to Replace Copper: Interconnects in the AI Era

From compute to connectivity: how the AI infrastructure bottleneck moved — and which companies are positioned to own it

Funding Announcements

May 2026

Investing in Gray Swan: The AI Security Platform that Every Frontier Lab Trusts

We're proud to partner with Matt, Zico, Rob, and Spencer as they build the security infrastructure that enterprise AI runs on.

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