Insights & News
We spend time deeply thinking about, discussing, and sharing our perspectives on the intersection of technology and the industrial economy.

The Critical Frontier: Technology’s New Battle for Minerals
Madelyn O'Farrell

Why We Invested in Pinch AI
Jon Bradford

Why We Invested in Orion
Jon Bradford, Santosh Sankar, and Madelyn O'Farrell

The Erosion of Trust in Value Chains
Madelyn O'Farrell and Santosh Sankar

Hello Madison!
Santosh Sankar

Physical AI - The Next Frontier
Jon Bradford and Santosh Sankar

Why We Invested in Lux Aeterna
Santosh Sankar, Madelyn O'Farrell, and Jon Bradford

Dynamo Ventures Closes $54M Fund III, Unlocks Liquidity for Early LPs with Top-Decile Returns
Santosh Sankar and Jon Bradford

Why We Invested in Ceto
Santosh Sankar, Madelyn O'Farrell, and Jon Bradford

Why We Invested in Vallor
Jon Bradford and Madelyn O'Farrell

We’re Hiring A Partner’s Associate
Santosh Sankar and Jon Bradford

Why We Incubated Freight Hero
Santosh Sankar, Madelyn O'Farrell, Jon Bradford, Ted Alling, and Barry Large