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Funding Announcements
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.

Funding Announcements
October 2026

Investing in Dream Labs: Building general robot intelligence

Dream Labs raises a $90M seed to build general robot intelligence; its Dream-1 World Action Model adapts to new robots zero-shot or with five minutes of data.

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.

Funding Announcements
October 2026

Investing in Ultra: Getting robots to work

We've invested in Ultra, whose Operator robot installs in existing warehouse workstations within hours and has packed over 500,000 e-commerce orders, using real-world deployment data to improve its AI robotics models.

Perspectives
September 2026

The GPU Depreciation Curve Is Broken

Older GPUs like the A100 and H100 are holding value while B200s carry a short-lived scarcity premium. New rental data shows memory driving GPU pricing.

Perspectives
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.

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