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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November 5, 2025
5 min read

The Future of Open Models

Jasper Platz
Jasper Platz
Megatrends
The Future of Open Models
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.

April 30, 2025
6 min read

Why We Invested in Cast AI

G2 Venture Partners
Why We Invested
Why We Invested in Cast AI
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.