Featured

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

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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Research

The Backstory for the Enterprise Tech 30

The Enterprise Tech 30 is the annual list of the most promising private companies in enterprise technology.

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