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Investor Spotlight: Golub Capital
We previously shared this investor spotlight on our Linkedin Channel . Over the years, we have followed and admired this week’s investor...
Tania Tugonon
Mar 19, 2025


Investor Spotlight: Founders Circle Capital
We previously shared this investor spotlight on our Linkedin Channel. This week we are featuring Founders Circle Capital. We have known...
Tania Tugonon
Mar 19, 2025


Anduril and the Rise of AI-Defined Defense Infrastructure
Source: www.anduril.com From Silicon Valley to the Tactical Edge Anduril Industries is a U.S.-based defense technology company building AI-powered systems for national security. Founded in 2017 by Palmer Luckey (Oculus VR), along with former Palantir and Founders Fund leadership, Anduril is redefining defense contracting by acting as a vertically integrated product company — building, funding, and fielding technology before the government asks for it. Software-Defined Warfar
Tania Tugonon
Oct 16, 2024


SandboxAQ and the Dual Thesis of AI + Quantum Commercialization
Image by Unsplash Enterprise-Grade AQ Is Here SandboxAQ represents a new strategic arc in deep tech: the convergence of AI and quantum technologies (AQ) to solve industrial-scale problems across cybersecurity, navigation, life sciences, and critical infrastructure. Spun out of Alphabet in 2022 and led by Jack Hidary (CEO) with Eric Schmidt as Chairman, the company applies quantum sensing and physics-based modeling to enterprise use cases, delivering commercial solutions rathe
Tania Tugonon
Sep 12, 2024


Impulse Space and the Acceleration of Orbital Logistics
Source: www.impulsespace.com In-Space Mobility as Infrastructure Impulse Space, founded in 2021 by Tom Mueller (founding SpaceX engineer behind the Merlin and Draco engines), is building the transportation layer for space — enabling precise, efficient payload movement across orbital environments. The company focuses on in-space logistics, addressing the critical gap between launch and final orbit. Impulse offers last-mile delivery for satellites, satellite hosting, and flexib
Tania Tugonon
Jul 26, 2024


Groq and the Infrastructure Race for Real-Time AI Inference
Source: www.groq.com Accelerating the Edge of AI Groq is a semiconductor company building the next generation of AI-specific compute infrastructure — not for training, but for real-time inference at scale. At the heart of its offering is the LPU™ Inference Engine, a proprietary chip architecture optimized for low-latency, deterministic execution across generative AI and large language model (LLM) workloads. Founded by Jonathan Ross, the inventor of Google's TPU, Groq is purpo
Tania Tugonon
Jul 6, 2024


Investor Spotlight: Summit Partners
We previously shared this investor spotlight on our Linkedin Channel. Welcome to our 17th #InvestorSpotlight feature! This week, we're...
Tania Tugonon
May 28, 2024


Investor Spotlight: Kleiner Perkins
We previously shared this investor spotlight on our Linkedin Channel. Kleiner Perkins, previously referred to as Kleiner Perkins...
Tania Tugonon
May 7, 2024


Private Market Secondaries - recent news
A version of this was recently posted on our LinkedIn channels. Manulife Investment Management (Manulife IM) recently announced its...
Tim Barnes
Apr 29, 2024


Investor Spotlight: True Ventures
We previously posted this on our Company Linkedin page True Ventures is a prominent Silicon Valley venture capital firm renowned for its...
Tania Tugonon
Apr 25, 2024


Periodic Private Markets and Private Credit news
Some interesting news from PitchBook's 2023 Annual Global Private Markets Fundraising Report. In 2023, Approximately $1,174.6 billion was raised across all global private capital strategies. The aggregate YoY change was down (20.5%). All strategies were down YoY with the exception of secondaries, though secondaries only accounted for $78.3 billion. Of note, Secondaries had a substantial increase (but from a smaller base). Venture capital, real estate, real assets, and fund o
Tim Barnes
Apr 15, 2024


Investor Spotlight: Spark Capital
For this week, we’re profiling Spark Capital. Focus Areas: Spark Capital, a venture capital firm, directs its investments across various...
Tania Tugonon
Apr 12, 2024


Late March 2023 Secondaries market activity and notes:
There’s been an uptick in secondary market activity after a slowdown observed in 2022 and early 2023, Crunchbase reports. In the last...
Tim Barnes
Apr 12, 2024


xAI and the Philosophy-First Race Toward General Intelligence
General Intelligence with a Mission xAI, founded by Elon Musk, is an AI research company with an explicit goal: to understand the true nature of the universe . The team includes veterans from DeepMind, OpenAI, Google Research, Microsoft, and Tesla, with contributions to foundational techniques like Adam, Transformer-XL, LayerNorm, and models such as GPT-3.5, GPT-4, and AlphaStar. The company’s thesis is grounded in a belief that artificial intelligence should advance science
Tania Tugonon
Mar 28, 2024


Gupshup Launches Conversation Cloud to Reshape Customer Engagement
We are sharing a recent milestone from Gupshup – a valued past client. Serving over 45,000 brands globally, including Citibank,...
Tania Tugonon
Mar 20, 2024


Secondary Market Insights
As we step into the heart of March, the financial landscape is pulsating with energy and possibilities, particularly within the dynamic...
Tim Barnes
Mar 12, 2024


Alternative Investments: A Year in Review
February 16, 2024 The Latest 2023 Insights: A Recap of Last Year's Alternative Investments We drafted this blog post at the end of 2023,...
Tania Tugonon
Feb 16, 2024


Artificial Intelligence: AI Insights
February 15, 2024 Thoughts on AI This post was initially drafted on December 15, 2023, but sat on the shelf before being posted to the...
Tania Tugonon
Feb 15, 2024


Default Dead - Default Alive - Market Touch points
November 29, 2023 The Latest What Happened to Convoy? When I first heard the news that Convoy was collapsing, it felt like a shock. The...
Tania Tugonon
Nov 29, 2023


Interest Rates.
According to recent reports, the US Federal Reserve (Fed) has chosen to keep its policy interest rate range at 5.25%-5.50% for the second...
Tim Barnes
Nov 15, 2023
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