
The Missing Middle: Where Capital Markets Stop Serving the Physical Economy
It took the Vogtle nuclear plant in Waynesboro, Georgia, roughly fifteen years and $35 billion to add two new reactors to the American grid, a

It took the Vogtle nuclear plant in Waynesboro, Georgia, roughly fifteen years and $35 billion to add two new reactors to the American grid, a

There are roughly nine to ten tech unicorns across the entire African continent. India, with a comparable population, has dozens. Silicon Valley has produced more

“We should think about generations, not…. quarters. ” — Matilda Ho In this episode, I speak with Matilda Ho, Founder and Managing Director of Bits

The most powerful investment opportunities are often the ones created by a sustained, structural failure to pay attention. For decades, the venture capital industry largely

Venture capital markets rely on an assumption of meritocracy. The belief is that the best ideas, the best teams, and the best opportunities rise to

The standard venture capital fund structure has remained essentially unchanged for decades. A general partner raises a fund, charges a 2% annual management fee to

Most global allocators think of Brazil through a limited set of lenses. Carnival. The Amazon. Political volatility. What they rarely think about is that Brazil

Most conversations about climate-smart agriculture end up at one of two extremes. Either they focus on smallholder farmers in Sub-Saharan Africa or South Asia, where

“You cannot just go, whoops. I provided too much power there. The needs are bouncing in real time, and the intermittency created by renewables is

“Brazil is a tropical agriculture ecosystem, and when you start to understand the particularities of this, you start to understand some opportunities. In Brazil, we
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