Insights & News

Perspectives on the industrial renaissance, where technology collides with the physical economy.

Lone Millwright

The Demand Side of the Trades Crisis

Santosh Sankar

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War, Oil & the Industrial Renaissance

Santosh Sankar

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Half the Tariffs, Twice the Questions

Santosh Sankar and Madelyn O'Farrell

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The Critical Frontier: Technology’s New Battle for Minerals

Madelyn O'Farrell

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Why We Invested in Pinch AI

Jon Bradford

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Why We Invested in Orion

Jon Bradford, Santosh Sankar, and Madelyn O'Farrell

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The Erosion of Trust in Value Chains

Madelyn O'Farrell and Santosh Sankar

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Hello Madison!

Santosh Sankar

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Physical AI - The Next Frontier

Jon Bradford and Santosh Sankar

Lux Aeterna satellite render

Why We Invested in Lux Aeterna

Santosh Sankar, Madelyn O'Farrell, and Jon Bradford

industrials

Dynamo Ventures Closes $54M Fund III, Unlocks Liquidity for Early LPs with Top-Decile Returns

Santosh Sankar and Jon Bradford

bulk ship

Why We Invested in Ceto

Santosh Sankar, Madelyn O'Farrell, and Jon Bradford

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