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Venture Capital

A collection of 3 posts

The drought of London IPOs, and how virtues become roadblocks to growth.

Global Markets Featured

The drought of London IPOs, and how virtues become roadblocks to growth.

Editor’s note: To believe that cumulative IPO volume is but another financial KPI of an economy is among the most ignorant assumptions one could make. That’s a radical statement, you may think, unusually radical for this blog, perhaps. With this article I seek to convince you that however

xAI: A story of turning tables and a tumultuous quest for virtue.

Venture Capital Featured

xAI: A story of turning tables and a tumultuous quest for virtue.

Editor’s note: It is important to preface this article with a disclaimer that the focus here lies not on the specifics of AI models, or the technical capabilities of AI in general; I am by all metrics unqualified to meaningfully contribute to that discussion. More so, the aim is

Will defense start-ups become successors to the 2023/24 VC "AI Gold Rush"?

Venture Capital

Will defense start-ups become successors to the 2023/24 VC "AI Gold Rush"?

The 21st century saw multiple companies out of the San Jose periphery dethrone industry giants (think Tesla overtaking Ford Motor Company in market value or Apple making BlackBerry's mobile device division effectively obsolete.) The traditionally monopsonistic (one buyer - few sellers) U.S. defense market has recently experienced