We follow the money in fintech. This episode looks at the hottest sectors, from innovating on core infrastructure to embedding financial services in non-financial platforms.
Is AI Transforming Venture Capital?
Beyond just investing in AI, how is AI changing the process of venture capital? We explore AI-driven deal sourcing, diligence, and portfolio management.
Investing in Artificial Intelligence: Key Trends for Funds
AI is reshaping every industry. This episode explores the key AI trends VCs are watching, from foundational models to the application layer, and where capital is being deployed now.
Three Reasons Why LPs Should Look at Studio Models
Going deeper, this episode speaks to the (LPs). We explore why the studio model is becoming an attractive asset class for the investors in venture funds.
Why Do Venture Studios Attract Investors?
We dive into the economics and strategic advantages of the studio model from a general capital perspective. Learn why VCs are increasingly allocating funds to studios to de-risk early-stage bets.
How We See the Future of Company Building at Mandalore
An inside look at the Mandalore thesis. Minh shares our perspective on company building and the future of capital, outlining the principles that guide our investment strategy.
AI Startups in PE/VC: Overhyped or Underestimated?
AI startup valuations are at an all-time high. Is this a bubble or the new reality? We debate whether AI companies are overhyped or genuinely underestimated by VC and PE investors, and what to look for beyond the hype.
