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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Research

January 2025

Predictions for AI and tech in 2025

Let's look at five key themes for 2025 in AI and technology: rapid reasoning advancements through test-time compute, emergence of practical multimodal AI applications, AI agents functioning as autonomous workers, increased industry consolidation, and a more open IPO window.

Events

January 2025

A conversation with Yann LeCun, the godfather of AI

Wing partner and head of research Rajeev Chand sat down with Yann LeCun, the godfather of AI and current chief AI scientist at Meta, for a fireside chat at this year's CES conference.

Research

January 2025

Comparing the financials of Databricks and Snowflake

Last week, Databricks raised a massive $10 billion Series J, during which they also disclosed some high level financials of their business. This, coupled with Snowflake being public, gives us the opportunity to compare the financials of these two, as I’m sure every growth fund that looked at the Databricks round did.

Firm News

December 2024

Cohesity and Veritas: A landmark partnership comes to fruition

The closing of this deal isn't just a culmination of years of hard work; it's the beginning of an exciting new chapter in data security and management.

Perspectives

December 2024

ServiceTitan's IPO: A Deep Dive

ServiceTitan, the $772M ARR vertical SaaS leader for the trades industry, files for IPO. With 24% YoY growth, strong retention, and improving margins, it's poised to disrupt the $13B market. However, complex share conversion agreements add intrigue to the IPO timing and valuation.

Perspectives

November 2024

AI’s impact on software: disruption or expansion?

Software vendors face a pivotal moment as AI capabilities advance, with competing visions of either their decline through democratized development or explosive growth through AI-powered automation.

Perspectives

November 2024

AI growing faster than SaaS

Stripe's data shows AI startups reaching $1M revenue 4 months faster than SaaS, and scaling to $30M five times faster. Yet AI faces higher compute costs out of the gate. Does AI still have the advantage?

Perspectives

October 2024

Five key learnings from Google’s antitrust ruling

The recent antitrust trial against Google pulled back the curtain on some of the company’s business practices, revealing how they created an insurmountable advantage over Google’s competitors.

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