Deep research. High conviction.

Our INSIGHTS

We do deep thematic research long before we invest—mapping technologies, markets, and inflection points with help from leading experts.

It sharpens our conviction, but more importantly, it lets us show up in the boardroom as true partners. We work to earn the right to be your first call when decisions really matter.

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The Need for Fast, Cheap, Reliable Energy — Why We Invested in Antora
The Need for Fast, Cheap, Reliable Energy — Why We Invested in Antora

For the first time in decades, U.S. energy demand is skyrocketing, driven by large industrial loads like data centers that each consume as much power as a city.

May 7, 2026

G2 Invests in VAST Data

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