Insights & Case Studies
Insights & Case Studies
Technology is continuously disrupting and reinventing our world.
Part 2: Will Large Language Models be Commoditized?
April 07, 2026
This is the second of four posts discussing the state of AI. The previous post provided an analogy to help describe the nature of LLMs and the power of scaling laws. This post goes more deeply into the competitive dynamics of the industry.
Part 1: AI Is Locked and Loaded to Go on a Roll
March 24, 2026
An analogy on how modern LLMs like Claude and ChatGPT work - explaining why scaling data, compute, and talent is driving the emergence of powerful AI leaders such as OpenAI, Anthropic, and Google.
Chronicle of an Exit Foretold
February 11, 2026
In 2025, Google announced that it would acquire Wiz for $32B. The transaction represents the largest acquisition of a venture backed company ever, and what’s more, it happened in record time – only 5 years after the company was founded.
Portfolio Review: StubHub (NYSE: STUB)
December 3, 2025
An analysis of StubHub’s IPO and post-listing performance, focusing on the Company’s market leadership, growth drivers, and evolving financial profile.
The Coca-Cola's of AI
August 2, 2024
"The people who invented refrigeration made some money, but most of the money was made by Coca-Cola which used refrigeration to build an empire… the Coca-Cola [of AI] has yet to be built." Chamath Palihapitiya (ex-Facebook VP of Growth)
VC Investment Case Study: FIGMA
September 21, 2022
Figma’s story, and that of its founder Dylan Field, is fascinating. In this case study we highlight 4 elements of the story that provide insight into the real business of Venture Capital.
Why Invest in a Venture Capital Fund-of-Funds
September 6, 2022
We review various academic and industry studies on the historical performance of venture capital funds.
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