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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.

Funding Announcements

September 2026

Investing in Wafer: Building the Multi-Silicon Inference Cloud

Wafer, an AI inference optimization startup, raised $40 million in Series A funding to automatically optimize AI workloads across multiple hardware accelerators and reduce inference costs.

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

Funding Announcements

August 2026

Reengineering Skin Health with Yuna: Our Lead Investment in Outer Bio

Outer’s combination of a novel skin platform, data generation, and machine learning-guided discovery takes the guesswork out of finding new bioactives that dramatically improve skin health.

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Perspectives

August 2026

The Simulation Stack in Robotics

Physics-based simulation engines and neural network world models offer complementary approaches to generating synthetic training data at scale for robot learning, though both face sim-to-real gaps that startups are addressing through domain randomization, asset generation, and real-to-sim reconstruction technologies.

Perspectives

August 2026

The AI Memory Stack

AI's memory problem isn't buying more HBM. It's managing a full hierarchy — GPU cache to cold storage — with a different winner at every tier.

Perspectives

July 2026

How AI Tokens Are Made

Inside the five scheduling, memory, and routing problems that turn GPU compute into output tokens — and why neoclouds keep buying the companies that solved them.

Perspectives

July 2026

The Data Pyramid in Robotics

The robot data pyramid framework combines seven types of training data—from internet video and human demonstrations to simulation and real-world deployments—to address the critical data bottleneck limiting the development of physical AI and autonomous robotics systems.

Perspectives

July 2026

Kimi: When Frontier Weights Become Open

How Kimi K3's open-weight release is reshaping AI industry margins and benefiting compute infrastructure over model APIs.

Funding Announcements

July 2026

Investing in Bespoke Labs: The Training and Verification Layer for Agentic AI

Why we led Bespoke Labs' Series A — and why the training and verification layer is the most important real estate in the agentic stack.

Perspectives

June 2026

Build the Agent or Power the Agent?

On MCP, headless products, and where your value actually lives.

Perspectives

June 2026

China's Open-Weight Takeover

How Chinese AI labs and platforms like Qwen, DeepSeek, Kimi, ByteDance, and Alibaba came to dominate open models, work around compute constraints, and reshape the global AI landscape

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