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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Perspectives

October 2024

Open-source versus proprietary AI models: The new frontiers of AI competition

The AI industry is at a pivotal moment as open-source models narrow the performance gap with proprietary giants. This shift could reshape how AI is developed, deployed and monetized.

Firm News

October 2024

Partnering with Billables to automate operations for professional services

We’re excited to partner with Billables as they help professional services firms automate their mundane administrative tasks so that they can focus on their core work.

Research

September 2024

YC S24 - AI Agents for the Enterprise

243 new startups pitched their companies to an invitation-only group of venture capitalists last week at the 39th Y Combinator Demo Day. Core themes for YC S24 included AI agents, voice AI agents, AI copoilots, and AI devtools.

Perspectives

September 2024

The secret to finding PMF is focus

Going broad isn't always the path to success. Find out how a focused approach can lead to stronger growth and better product-market fit.

Perspectives

September 2024

The evolution of SaaS pricing in the AI era

AI is shifting the long-standing seat-based pricing model in SaaS. Discover how forward-thinking companies are innovating their pricing strategies to reflect the true value of AI-enhanced solutions.

Perspectives

August 2024

The AI growth flywheel: How 11x is scaling fast with their own automated sales rep

AI is disrupting and transforming traditional business processes. This startup built an AI-powered sales rep — and turned it into a powerful growth accelerator for their own business.

Perspectives

August 2024

The hidden traits of great startup hires, and how to uncover them

Krishna Rangasayee, founder of SiMa.ai, shares his hard-won insights on building a stellar startup team. Learn how to avoid common pitfalls and hire candidates that will drive your company's success.

Perspectives

July 2024

The new tech diet: Why companies are shedding excess weight

From startups to tech giants, a new mantra is emerging: Do more with less. Dive into the forces driving this trend and learn why operational fitness might be the key to keeping your competitive edge.

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