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Insights from the Venture Ecosystem
The $510B mark: from the electron to the LP
Global venture just posted its biggest half-year ever. Deal count just hit a decade low. The gap between those two numbers is the market you'll actually be raising, hiring and exiting into.
The grid becomes the gatekeeper: from one bottleneck to another
The hard part of the AI build-out is no longer only designing the compute, it is finding the power to run it, fast enough, in the right place. That single shift is opening a new infrastructure-investment category beneath the model layer.
ETFs are being asked to hold things they were never designed for
The wrapper built for cheap beta is becoming the plumbing for private credit, uranium, defence, and AI. The next phase of ETF growth will not be judged by product launches. It will be judged by structure: liquidity engineering, valuation integrity, and who stands behind the bid when markets move.
The new moat is organisational speed
Most companies now use AI. Very few have rebuilt around it. That gap is becoming the key market feature.
Redefining consumer economics: prediction markets, gamified speculation, and the venture implications
In 2026, we are seeing the rise of tradable attention: markets, memes, and the VC playbook for distribution-first consumer.
Understanding U.S. endowments: European VC fundraising 2026
Facing a tight home market, Europe's venture funds are increasingly looking across the Atlantic to tap U.S. university endowments in a win-win situation.
The state of quantum tech in 2025
Despite today's AI hype, quantum computing is a once-in-a-generation computing shift that we should not forget about, as it will likely produce an oligopoly of huge winners within the next decade.
AI venture investing 2025: USA and Europe. Enterprise and healthcare AI lead the way
The artificial intelligence boom has triggered a venture capital frenzy going into 2025, but the surge looks very different on opposite sides of the Atlantic.
Hardware, robotics, and science-backed technologies
Investors are shifting focus toward breakthrough innovations in hardware, robotics, and science-backed technologies, where AI plays a supporting role.
The strategic link Europe is overlooking
Fund-of-funds have quietly become Europe's most strategic LP vehicle, bridging institutional capital and emerging managers - and now is their moment.
Is VC dead? The new rules of the game
RIAs, mega-funds, and the vanishing middle: how 2025 is redefining venture capital, concentrating wealth while opening frontiers for specialised investors.
AI & capital: the power surge and the $600B question
Venture capital is betting big on AI, but the future hinges on whether these investments will pay off - and reshape the global economy.
The solo GP game
Solo GPs arise as the middleman: Europe's bridge from angel investors to institutions. A closer look into the evolving role of solo GPs in the VC ecosystem.
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