Skip to main content

Research & Insights

Discover our latest articles.

6 Nuclear SMR Startups Powering the AI Datacenter Boom
·4 min read

6 Nuclear SMR Startups Powering the AI Datacenter Boom

AI datacenters are drinking the grid dry. These 6 nuclear SMR startups are raising billions to deliver the clean, firm power Big Tech can't live without.

Read article
Impossible Startup Ideas: Why Disruptive Beats Incremental
·4 min read

Impossible Startup Ideas: Why Disruptive Beats Incremental

Most investors back incremental ideas because the brain cannot picture what does not exist yet. The biggest unicorns came from ideas that once seemed impossible.

Read article
World Models: The AI Breakthrough That Could Dethrone LLMs
·4 min read

World Models: The AI Breakthrough That Could Dethrone LLMs

Yann LeCun quit Meta, called LLMs a dead end, and raised $1 billion to prove it. Here is why world models are the AI bet every investor needs to understand.

Read article
7 Humanoid Robot Startups Racing to Replace Human Labor
·4 min read

7 Humanoid Robot Startups Racing to Replace Human Labor

Robots are working in Renault factories and SF Express warehouses today. Meet the 7 humanoid startups most likely to win the race to replace human labor.

Read article
Cybersecurity Startups: A $244B Market Opportunity in 2026
·3 min read

Cybersecurity Startups: A $244B Market Opportunity in 2026

Gartner projects $244B in 2026 security spend. Cybersecurity M&A hit a record $102B last year. Here's the investment case every VC should internalize.

Read article
AI Infrastructure vs AI Apps: Where Should VCs Bet?
·4 min read

AI Infrastructure vs AI Apps: Where Should VCs Bet?

Enterprise GenAI spend tripled to $37B in 2025, split nearly 50/50 between infra and apps. Here's the framework every serious investor needs to decide.

Read article
8 Physical AI Startups to Watch: Figure, Apptronik & the Robot Economy
·4 min read

8 Physical AI Startups to Watch: Figure, Apptronik & the Robot Economy

Robotics startups raised nearly $14B in 2025. The 8 physical AI companies to track, split between humanoid makers (Figure, Apptronik, 1X) and robot-brain labs, with round sizes and backers.

Read article
8 Quantum & Photonics Startups VCs Are Watching in 2026
·4 min read

8 Quantum & Photonics Startups VCs Are Watching in 2026

The biggest checks in deep tech are flowing into light-based computing. Here are 8 private, independent quantum and photonics startups worth tracking now.

Read article
Deal Flow Quality vs Quantity: What the VC Data Says
·4 min read

Deal Flow Quality vs Quantity: What the VC Data Says

Back fewer deals with conviction, or take more shots on goal? The data says the right answer flips at the seed stage. Here's the rule that actually holds.

Read article