“We have 40 AI unicorns in our portfolio, and we invested in three quarters of them before they were worth $1B.”
At @modular’s ModCon 2026, @DaveMuni shared where he sees the next opportunity: founders applying today’s AI stack to problems they deeply understand.
“The job to be done is to make sure these companies have capital, talent, conviction, and we give them the ambition to stay in the UK.”
At @enterprisebrit’s launch event, @thulme shared his perspective on what UK AI companies need to capitalize on this moment, and how to create conditions for ambitious founders to build and scale.
“The next phase of AI is not about building better models. It’s about connecting those models to the private data and systems that run the enterprise, while maintaining control over the data that matters most.” - @emaxerrno, CEO and Co-founder, @Redpandadata
Read more below on Redpanda’s record Q2.
Software factories are reshaping how companies build and ship software.
@ZachLloydTweets and @Warpdotdev are taking an open infrastructure approach, giving teams flexibility over their models and tools while continuously improving how software gets built. Exciting launch!
“AI for science is going to be a fascinating place to be in the next 10 years.”
GV’s @DaveMuni joined @EdLudlow on @BloombergTV to discuss his enthusiasm for AI and science, @Modular’s acquisition by @Qualcomm, and perspective on making early bets in AI for a decade — including @sambanovaai, @snorkelai and @flappyairplanes.
https://t.co/s9XwKszWDa
Breakthroughs in math, material science, human health, and aging are powering the next wave of AI value creation. GV Managing Partner @DaveMuni shares his outlook in @SiliconVlyBank’s latest State of the Markets report.
Read the full report: https://t.co/M56J1xmhNN
What leadership thinks is valuable can differ from what practitioners doing the work actually need.
In this Upstarts clip, @trybasis co-founder and CEO Matt Harpe sits down with @alexrkonrad to share how that gap shapes customer conversations and product decisions.
In the latest Culture & Code column, GV Partner @kjsidz and GV Advisor David Benjamin explore “couture computing”: a future where portable intelligence moves beyond the smartphone and into new form factors and wearables.
Founder resilience is not about running at full speed forever.
@MidiHealth Founder and CEO Joanna Strober told GV Executive Talent Partner @Hughes_Rhys that the goal is to always stay open, absorb feedback, and keep improving. And when the exhaustion hits: rest, don’t quit.
"Standout founders are a study in contradictions." It's a belief that's shaped many of Sangeen Zeb's investments, from @thecosmos, Dollhouse Labs, and @mother__tech.
Excited to see @businessinsider covering the VCs actively investing in startups right now, and even more excited about the consumer companies being developed!
At @aspeninstitute’s Aspen Ideas, @brobbs (a GV General Partner) shares how curiosity—and an invitation from Krishna Yeshwant—pulled him from clinical psychiatry into the venture 12 years ago.
The @osmo_labs team is building a digital sense of smell, with potential applications across healthcare, food, fragrance, and more.
🎥: @fortunemagazine
Congratulations to the Wonder team on raising its Series D! An important step toward reaching more communities (over 130 locations and counting!) and advancing their work across AI, kitchen robotics, and delivery.
Read more from @fortunemagazine: https://t.co/SP4pVMni9l
AI fluency is becoming an early-career advantage.
On @twentyminutevc with @harrystebbings, @claybavor, Co-Founder of GV portfolio company @sierraplatform shares why young people who deeply understand AI tools are increasingly valuable, and how Sierra redesigned its engineering interviews around them.