01
China’s Dividends Still Matter
Supply-chain depth, engineering talent and entrepreneurial intensity continue to shape hard-tech opportunities.
Read perspective →Insights
Ideas at the intersection of technology and markets.
Our perspectives on frontier technologies, shifting value chains and the craft of building enduring companies.
Latest perspectives
What we are thinking about.
02
Why Robotics is Entering a New Cycle
From industrial automation to embodied intelligence, robotics is scaling again.
Read perspective →03
Investing in Deep Tech: What Matters
Our framework for evaluating deep-tech startups in a complex world.
Read perspective →Our worldview
The next era is being built at the boundaries.
“We understand where technology, capital, supply chains and new markets are converging — and help founders build companies at that intersection.”
Have a perspective worth sharing?
We welcome conversations with founders, researchers and ecosystem partners.