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.

Perspectives

May 2024

How Synopsys and Cadence are fueling the semiconductor industry's growth engine

As the semiconductor industry continues to innovate and evolve, two companies — Synopsys and Cadence — have emerged as the critical foundation of chip design.

Perspectives

May 2024

Why You Should Define Your Startup Culture Before Hiring (And How to Do It)

What's important to deliberately define your culture before you start hiring.

Other

May 2024

Observations from the 2024 Enterprise Tech 30

What do the most promising enterprise tech startups have in common? From Generative AI to product-led growth, discover the biggest trends from the 2024 ET30 list and what they mean for the future of the industry.

Other

April 2024

The major computing cycles: From IBM to NVIDIA, CUDA and the generative AI age

In this exploration of computing's evolutionary timeline, you’ll learn the key milestones that have shaped the AI revolution. From personal computers to GPUs and the rise of generative AI, find out how these developments are paving the way for a trillion-dollar opportunity.

Perspectives

April 2024

YC W24 Demo Day - The implications for enterprise tech

Read our observations on Y Combinator's 38th Demo Day.

Perspectives

March 2024

3 Common Startup Mistakes Founders Make Before Product-Market Fit (and How to Avoid Them)

Want to build a thriving startup? Discover the top missteps founders make and how to avoid them.

Other

March 2024

Reddit S-1 breakdown: On community, profitability, AI, and meme stocks

Reddit, the front page of the internet, is going public. Dive into the company's journey, challenges and opportunities as it navigates the path to becoming a publicly traded entity.

Perspectives

March 2024

Peter Wagner on 20VC: 27 years of investing lessons

Wing's Peter Wagner appeared on the 20VC podcast with Harry Stebbings.

PORTFOLIO

The companies these perspectives come from.

View Portfolio

Team

The investors writing these pieces.

Meet the team