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Insights

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THEMES
Sep 22, 2026

Part 1: Who Actually Shows Up: Prediction Markets and the Institutional Question

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INVESTMENTS
Feb 5, 2026
Our investment in Waffo - Building the Global Monetisation Layer for Digital-First Businesses
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THEMES
Jan 29, 2026
Beyond dashboards: How AI is redefining the SRE Playbook
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INVESTMENTS
Jan 26, 2026
Our investment in Zocks - The AI-native system of work for wealth management
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INVESTMENTS
Dec 8, 2025
Accelex’s Exit to Carta: A Milestone for Private Markets Infrastructure
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THEMES
Nov 12, 2025
The Primitive to Scale the Next Billion Agents: the Path to Agent-native clouds
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THEMES
Oct 29, 2025
Vertical Fintech: Rebuilding Industry-Specific Financial Infrastructure for the Digital Age
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THEMES
Sep 22, 2026
Part 1: Who Actually Shows Up: Prediction Markets and the Institutional Question
Read more
THEMES
Sep 2, 2026
The Rails Are Built But The Assets Are Trapped
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THEMES
Aug 18, 2026
The Space Between Two Ledgers
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INVESTMENTS
Aug 5, 2026
Gladia's exit to OVHcloud: Redefining Audio Intelligence for Enterprise
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INVESTMENTS
Jun 30, 2026
Our Investment in Karta: The Premium US Credit Card for Global Citizens
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INVESTMENTS
Jun 29, 2026
Our Investment in Straiker: The Runtime Security Layer for the Agentic AI Era
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