VENTURE CAPITAL
Sovereignty and Subsidy
"Who is quietly underwriting your returns and what happens when the subsidy ends?" Two seemingly different forces are beginning to align.
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LETTER FROM THE MANAGING DIRECTOR
Utopia or Dystopia
I've been writing about AI since early 2023, when most were still debating whether ChatGPT was a gimmick. Back then I said I was "more excited than...
Calvin Ng
June 16, 2026
VENTURE CAPITAL
Venture Capital Is Not a Universal Playbook
Understanding how venture strategies differ across ecosystems.
Eric Chan
Mar 20, 2026
VENTURE CAPITAL
Market reset meets the AI platform shift – what this means for future venture capital vintages
When market discipline meets a major technology shift, ventures’ most powerful vintages often emerge.
Sabrina Zeng
Mar 20, 2026
VENTURE CAPITAL
The AI Way
Venture capital - may offer one of the rare asymmetric levers left in your toolkit.
Mark Esterhuizen
Nov 11, 2025
VENTURE CAPITAL
The Illusion of Prosperity: Why Now Is the Moment to Invest in the AI Way
The numbers look strong, but the foundations are shifting. Beneath record markets and upbeat GDP lies a structural illusion — an economy propped up...
Mark Esterhuizen
Nov 5, 2025
VENTURE CAPITAL
Isaacus: The AWS for Legal AI
Every generation of technology has its defining infrastructure.
Mark Esterhuizen
Sept 30, 2025
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