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Insights

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THEMES
Oct 22, 2026

Part 3: Mapping the Seven Layers of Prediction Market Infrastructure

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THEMES
Oct 6, 2026
Part 2: The Venues Are Priced. The Regulation and Infrastructure isn't.
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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
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
Mar 25, 2026
Our investment in Notch: The Operating System for Regulated Customer Ops
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INVESTMENTS
Feb 5, 2026
Our investment in Turnstile: The new system of record for modern revenue teams
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INVESTMENTS
Feb 5, 2026
Our investment in Fundamental - Unlocking the GPT Moment for Structured Data
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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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