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

All Articles

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Funding Announcements

May 2025

Investing in Pixee: Fixing Code Security, One Pull Request at a Time

Code security has long been one of the thorniest challenges in software development. Today, we’re thrilled to announce our investment in Pixee, a company resetting how code security is handled—by shifting the focus from alerts to resolution.

Funding Announcements

May 2025

Why Wing is backing Theom: Data security for the agentic AI era

Theom has the potential to become the central platform for data security and governance in the AI era

Perspectives

April 2025

The Agentic AI Runtime Stack

There’s no single architectural stack for agents, as they have multiple complex components. We see three distinct stacks for agentic AI: a model training stack, an inference stack, and an agentic runtime stack.

Perspectives

April 2025

Model Context Protocol: The Missing Link for Secure AI Workflows

As enterprise AI adoption accelerates, MCP provides the identity, permissioning, and policy controls needed to make AI workflows secure, compliant, and scalable—turning models into enterprise-ready agents.

Perspectives

April 2025

Observations from this year's ET30

Observations from the 2025 Enterprise Tech 30, on the rise of AI-native applications, agents and fundraising in AI.

Perspectives

March 2025

Partnering with Kay AI to automate insurance operations

We’re excited to partner with Kay AI as they revolutionize insurance workflows by automating repetitive tasks, letting teams focus on what truly matters.

Research

March 2025

2025 ET30: The builders defining what's next

We’re proud to unveil the 7th annual Enterprise Tech 30, our data-driven list of the 60 most promising private companies in enterprise technology.

Perspectives

February 2025

The Intelligent Enterprise: Charting BI's course in the AI age

From legacy giants like SAP and Tableau to emerging winners like Omni and Inventive, the next chapter of BI needs speed, governance, and AI-ready analytics.

PORTFOLIO

The companies these perspectives come from.

View Portfolio

Team

The investors writing these pieces.

Meet the team