Perspectives

Perspectives, not platitudes.

Investment perspectives, market analysis, and growth playbooks from 30 years of backing Founders. What we've learned, what we're seeing, and what actually works.

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Tools, templates, and playbooks from operators who know what it takes to scale.
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Verticals
Selling Insurtech to Brokers: A Conversation with Tim Wright
Article
Verticals
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Alex Niehenke
AI Apps
Why we win: The new wave of investment in defense
Article
AI Apps
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Juliette Chevallier
Scale Studio
Trends
2024 Whisper Numbers: The Year of Efficient Growth
Article
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Edi Danalache
Dale Chang
Verticals
Insurtech's Next Frontier: LLMs and Future Automation
Article
Verticals
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Scale Studio
Trends
“Year of efficiency” in review: How companies reduced burn rates in 2023
Article
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Edi Danalache
Dale Chang
Fintech
Forecasting Fintech: Trends in Automation from Money20/20
Article
Fintech
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John Gianakopoulos
Abbas Haider
Trends
The bleeding has stopped: Growth ticked up for the first time in 6 quarters
Article
Trends
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Edi Danalache
Dale Chang
AI Apps
Verticals
LLMs and Sneaky Big Markets
Article
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Alex Niehenke
AI Apps
Trends
New Ideas in AI: Getting LLMs to Reason Through Chain-of-Thought Prompting
Article
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Max Abram
Jeremy Kaufmann
Verticals
AI + RCM: Worth the Hype?
Article
Verticals
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Jonas Ciplickas
Alex Niehenke
Security
Trends
The path to innovation in security
In our recently published Security Perspectives Survey, we found that only 48% of enterprise security leaders said that their threat defenses are effective. We’re expecting the road ahead to keep getting tougher as attacks become increasingly more sophisticated, particularly with attackers leveraging the latest in AI. So what’s it going to take to get ahead of the challenge?
Article
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Juliette Chevallier
AI Apps
The joy of not managing your own AI infrastructure in today’s world
Anyone paying attention to the current state of AI is aware of the exploding need for compute resources. Many of today’s engineers have now discovered the wonderful land of not managing your own infrastructure. There is a growing number of companies that now enable you to run your models or other compute-intensive workloads on their managed cloud by offering “serverless” GPUs and other performant compute options.
Article
AI Apps
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Trends
Verticals
Back to the future: Insurtech market is all about brokers and carriers
Article
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Alex Niehenke
Scale Studio
Trends
Growth ticks down again in Q223: Scale Studio Flash Update
Article
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Edi Danalache
Dale Chang
Security
Trends
Cybersecurity Perspectives 2023
Article
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Ariel Tseitlin

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Investment perspectives, market analysis, and growth playbooks from 30 years of backing Founders.
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