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 Future of Open Models
In almost every wave of computing, open source eventually wins. Linux for servers, Android for phones, Kubernetes for cloud, PyTorch for machine learning and so on.

Why We Invested in Cast AI
This is Part 3 of a 3-part blog series around the looming climate challenge: the massive surge in data center energy consumption driven by AI.



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