Fintech startup tripled its value in 18 months on the AI wave
Inside the record-breaking first day of trading
SEC S-1 filing: $47B revenue, ~$1T valuation
From chatbots to factories and production systems
How an early bet became our portfolio's top performer
One month before the biggest IPO in history
First profit, a Washington office, and the race to a trillion
An Analytical Essay on the Age of Artificial Intelligence
Insights from the closed session with the fund’s founders
Portfolio Company Updates: April 9 – May 6, 2026
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