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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Other

February 2024

Observations on the Adobe-Figma acquisition termination

The unraveling of Adobe's $20 billion bid for Figma offers key insights into the regulatory roadblocks facing Big Tech mergers. Read on to get an analysis of what happened, and what might come next for M&A.

Portfolio News

February 2024

Wing congratulates Cohesity and Veritas

Wing is incredibly excited to congratulate the Cohesity and Veritas teams as they announce today a combined company that will undoubtedly and rapidly become the market leader in data security and management.

Other

January 2024

Pinecone's Edo Liberty and Notion's Akshay Kothari on user safety, building a business, and the future of AI

Wing recently hosted another installment of our Wing AI series, featuring Pinecone's Edo Liberty and Notion's Akshay Kothari in a conversation led by Wing founding partner Peter Wagner.

Perspectives

January 2024

Big Tech’s playbook for AI investment

Tech giants like Amazon and Google are consistently making strategic investments in AI startups. Read on to find out more about Big Tech’s motivations and the broader implications for the technology sector.

Firm News

January 2024

Dr. Ansuman Satpathy joins Wing team

We're pleased to share that Dr. Ansuman Satpathy has joined the Wing team as venture partner, helping us and founders shape the future of health and medicine.

Perspectives

January 2024

Great companies are built in the first year

Speed thrills — but it's often the steady and meticulous approach that seals the win.

Perspectives

December 2023

A closer look at MotherDuck's unique monetization of DuckDB

MotherDuck has recently made waves in the technology world with its innovative serverless data analytics platform.

Perspectives

December 2023

The architect of innovation: Lessons from Arm's recent IPO

Dig deeper into the story of Arm, a pivotal but understated force in the semiconductor industry, as we unravel the strategy and serendipity behind its successful IPO.

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