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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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THEMES
Jul 17, 2025
Fraud 3.0: Are You Ready To Be Overwhelmed?
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THEMES
Jul 7, 2025
Less Writing, More Talking
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THEMES
Jun 11, 2025
ERP 2.0: From Legacy Suites to AI-Driven Composable Platforms
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THEMES
Jun 11, 2025
The Rise of Agentic Payments: When AI Starts Paying the Bills
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INVESTMENTS
May 6, 2025
Our Investment in Pliant: Building the Infrastructure for the Future of B2B Payments
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THEMES
Apr 1, 2025
Growth in 2025: PE & VC Momentum and Emerging Infrastructure
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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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