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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Firm News

February 2026

From words to worlds: Why AI's next leap isn't another LLM

AI world models predict what happens next — not the next word. Learn how they differ from LLMs and why $2B+ in funding is flowing into this new AI layer.

Perspectives

January 2026

Who Will Win the RL Environment Market—and Why

Between 2026 and 2030, the RL environment market will narrow decisively.

Perspectives

January 2026

RL Environments for Agentic AI: Who Will Win the Training & Verification Layer by 2030

Reinforcement learning (RL) environments are currently the primary constraint for agentic progress. As automation shifts from raw model capability to verifiable workflows, value is shifting to teams that build replication training and verification infrastructure in partnership with frontier labs.

Firm News

January 2026

Healthcare’s 2026 Inflection Point: Predictions from Leaders at Wing at JPM

Wing’s Wing at JPM 2026 Summit brought 300+ healthcare and biotech leaders together around a shared view that healthcare is entering a “forced-acceleration” era—where deployable AI, intensifying cost pressure, and rising patient expectations will compress timelines and reshape real workflows.

Firm News

January 2026

The State of AI in the Enterprise

The Wing VC report reveals that enterprise AI has transitioned from experimental pilots to a competitive mandate, with over half of large companies already deploying AI agents and a median expectation that 50% of pilots will reach production.

Firm News

January 2026

Inside Walmart’s AI Playbook: Stores, Sparky, and the Rise of Agentic Commerce

Wing's Rajeev Chand recaps his CES 2026 fireside chat with Walmart's Daniel Danker on Sparky, agentic commerce, associate AI agents, and the OpenAI partnership.

Perspectives

November 2025

How To Work with Washington: A US Intelligence Leader’s Experience with AI

Lori Wade talks about how she sees public and private partnerships working in the age of AI

Perspectives

November 2025

What Paramount Wants from AI Startups

Paramount CTO Phil Wiser on how the studio evaluates AI tools, why adoption beats demos, and what franchise-aware creative assistants could mean for startups.

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