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 Soil Organic Carbon Credits Are Worth Watching — and What Still Needs to Play Out
.avif)
We first looked at soil organic carbon (SOC) credits in 2023 and walked away unconvinced. The farmer incentives weren’t there.
.avif)
Physical AI has become the topic du jour, with capital pouring into robotics, humanoids, and automation. At G2, we believe vehicle autonomy is the most tangible — and arguably most underrated — manifestation of physical AI happening today.
G2 co-leads Waabi's $1 Billion Series C to lead Physical AI revolution

2025 was a year of disruption and acceleration. Companies navigated tighter power markets while AI capabilities advanced quickly from experimentation into production, reshaping how physical systems are built and operated.

