Perspectives

Perspectives Perspectives

Our Topics

Congratulations, Hugging Face!

On the intended acquisition of Hugging Face by NVIDIA.

Continue Reading Congratulations, Hugging Face!
by Rob Keith, Emily Zhao and Sam Ackah-Yensu

Congratulations, Altruist!

On the intended acquisition of Altruist by Vanguard.

Continue Reading Congratulations, Altruist!
by Zak Kokosa, Rob Keith and Pascha Hao

The Agent-First Developer Stack

Our investment in Linear.

Continue Reading The Agent-First Developer Stack
by Rob Keith and Caroline Fiegel

The Backbone of the Emerging Space Economy

Our investment in Muon Space.

Continue Reading The Backbone of the Emerging Space Economy
by Claudine Emeott, Adrianna Alterman and Dom Pusateri

Supply Chain Intelligence for Manufacturing

Our investment in Resilire.

Continue Reading Supply Chain Intelligence for Manufacturing
by Ken Asada and Sho Yamanaka

Lovable’s CFO on Choosing Velocity Over Speed

Andy Toung, CFO of Lovable, on velocity, sequencing, and how AI is changing the speed at which companies operate.

Continue Reading Lovable’s CFO on Choosing Velocity Over Speed
by Nowi Kallen

The Future of Industrial Energy

Our investment in Antora.

Continue Reading The Future of Industrial Energy
by Claudine Emeott, Adrianna Alterman and Dom Pusateri

Market Map: Our Security Portfolio

Enterprise security is being rebuilt from scratch — from how code is written, to how the cloud is defended, to how AI agents are governed. These companies are leading the way.

Continue Reading Market Map: Our Security Portfolio
by Nowi Kallen, Kartik Gupta, Sam Ackah-Yensu and Kevin Wu

How Upwind CEO Amiram Shachar Thinks About Building

Amiram Shachar saw security teams drowning in alerts, and decided to fix it. Here's what he’s learned building Upwind.

Continue Reading How Upwind CEO Amiram Shachar Thinks About Building
by Nowi Kallen and Kartik Gupta

Toward De-Facto of Speech AI in East Asia

Our investment in Kotoba.

Continue Reading Toward De-Facto of Speech AI in East Asia
by Ken Asada and Sho Yamanaka

The Open Networking Stack for the AI Era

Our investment in Upscale AI.

Continue Reading The Open Networking Stack for the AI Era
by Emily Zhao and Nathan Ho

AI-Powered Operational Planning for Heavy Industry

Our investment in Algo Artis.

Continue Reading AI-Powered Operational Planning for Heavy Industry
by Ken Asada and Sho Yamanaka