Deep research. High conviction.
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.
Why We Invested in VAST Data
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For the past few years the conversation around AI infrastructure has centered on one thing: compute. More GPUs, faster GPUs, bigger clusters (i.e. groups of GPUs). That focus has made sense: GPUs are extraordinary engines, and access to them has been the defining constraint for AI development. But as deployments have scaled from hundreds to thousands to hundreds of thousands of units, another bottleneck has emerged: the data infrastructure layer that feeds and coordinates those systems in real time.
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The numbers are rough. U.S. new EV sales dropped 27% year-over-year in Q1 2026, the first full quarter since federal purchase credits expired¹.
Decarbonization is not on autopilot: Why efficiency matters more than ever in 2026
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At G2, we invest in what we call the two pillars of climate tech: decarbonization (using decarbonized forms of energy and materials) and efficiency (using less energy and materials).
Why Products, Not Models, Will Win Enterprise AI
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Enterprise AI is already a massive market, estimated at roughly $40 billion and growing over 3x year-over-year.¹ Yet despite the explosion of AI tools, foundation models, and agentic platforms, the reality of what enterprises are actually doing with AI is surprisingly narrow.