Featured

October 2026

Investing in Northstar: The Context Layer for Agentic Security

Northstar raises a Wing-led seed round to build a Security Context Graph that gives security teams and AI agents accurate, repeatable answers.

Firm News

October 2026

Wing Welcomes Tyson Mao

Wing VC names Tyson Mao, Tobiko Data co-founder and SQLMesh creator, as Head of AI to apply AI across sourcing and portfolio support.

Firm News

October 2026

Congratulations to Classiq on Its Acquisition by Intel

Intel acquires Classiq, the Tel Aviv–based leader in quantum software that turns high-level designs into optimized quantum circuits, in a major step for the quantum ecosystem.

Perspectives

October 2026

Cheap Money Is the New Moat in AI Infrastructure

AI infrastructure debt is splitting in two: big tech-backed bonds face rising rates, while smaller borrowers face default risk. The gap is becoming a competitive advantage.

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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.

Funding Announcements

September 2026

Investing in Wafer: Building the Multi-Silicon Inference Cloud

Wafer, an AI inference optimization startup, raised $40 million in Series A funding to automatically optimize AI workloads across multiple hardware accelerators and reduce inference costs.

Perspectives

August 2026

How Much Does an NVIDIA NVL72 Cost?

The Real Cost of Blackwell Racks: From $5M Purchase Price to $2.56–$3.84 Per GPU-Hour

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

Perspectives

August 2026

Why the Best GPU Doesn't Always Win

Why GPU FLOPS Don't Determine Inference Cost: Memory, Bandwidth, and Fabric Architecture Drive Real Performance

Funding Announcements

August 2026

Reengineering Skin Health with Yuna: Our Lead Investment in Outer Bio

Outer’s combination of a novel skin platform, data generation, and machine learning-guided discovery takes the guesswork out of finding new bioactives that dramatically improve skin health.

Perspectives

August 2026

Who Makes Money When Inference Gets 10x Cheaper?

A layer-by-layer map of where the dollars land when the price of intelligence collapses.

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