Perspectives

Perspectives Perspectives

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The Future of Industrial Energy

Our investment in Antora.

Continue Reading The Future of Industrial Energy
by Claudine Emeott, Adrianna Alterman and Dom Pusateri

Market Map: Our Security Portfolio

Enterprise security is being rebuilt from scratch — from how code is written, to how the cloud is defended, to how AI agents are governed. These companies are leading the way.

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by Nowi Kallen, Kartik Gupta, Sam Ackah-Yensu and Kevin Wu

How Upwind CEO Amiram Shachar Thinks About Building

Amiram Shachar saw security teams drowning in alerts, and decided to fix it. Here's what he’s learned building Upwind.

Continue Reading How Upwind CEO Amiram Shachar Thinks About Building
by Nowi Kallen and Kartik Gupta

Toward De-Facto of Speech AI in East Asia

Our investment in Kotoba.

Continue Reading Toward De-Facto of Speech AI in East Asia
by Ken Asada and Sho Yamanaka

The Open Networking Stack for the AI Era

Our investment in Upscale AI.

Continue Reading The Open Networking Stack for the AI Era
by Emily Zhao and Nathan Ho

AI-Powered Operational Planning for Heavy Industry

Our investment in Algo Artis.

Continue Reading AI-Powered Operational Planning for Heavy Industry
by Ken Asada and Sho Yamanaka

 The Backend for the AI Era

Our investment in Supabase.

Continue Reading  The Backend for the AI Era
by Paul Drews, Emily Zhao, Kartik Gupta and Pascha Hao

Accelerating AI Adoption in Japan

Our investment in GenerativeX.

Continue Reading Accelerating AI Adoption in Japan
by Ken Asada and Sho Yamanaka

Bringing AI to Healthcare

Our investment in Optura.

Continue Reading Bringing AI to Healthcare
by Katie Schwartz Thiry and Nathan Ho

The Future of the Grid

Building the infrastructure to unlock energy abundance.

Continue Reading The Future of the Grid
by Claudine Emeott, Adrianna Alterman and Enki Toto

AI Pricing: What the Data Says

We surveyed 300+ startup and enterprise executives to find out how AI products are being priced and purchased — and what founders should do about it.

Continue Reading AI Pricing: What the Data Says
by Matthew Speiser

Energy Abundance in the AI Era

Building the power backbone to sustain the AI revolution.

Continue Reading Energy Abundance in the AI Era
by Claudine Emeott, Enki Toto and Adrianna Alterman