Content & Insights
Please check out our most recent insights based on our view of today’s markets. If you would like to see other commentary from our team, please contact us.
Content & Insights
Please check out our most recent insights based on our view of today’s markets. If you would like to see other commentary from our team, please contact us.
Content
Content
Content
Victor Orlovski
Jan 1, 2026
The resistance to AI adoption might not be coming from where you think.
A junior developer sees ChatGPT and thinks "productivity boost." A principal engineer with 20 years of experience sees something different…
Learn More
Pavel Prata
Jan 2, 2026
Megafunds vs Specialist Seeds?
The difference shows up fast in how partners spend their time.Megafund ($1B+) partners juggle IC prep, internal reviews, platform syncs, boards.Specialist GPs (<$50M) spend most of the week with founders, portfolio work, and brand building…
Learn More
Denis Efremov
Dec 30, 2025
Your Essential List to the Most Influential AI Reports of 2025
To stay informed without getting lost in the noise, I’ve compiled a curated list of 50+ of the most authoritative AI reports published this year, organized into three key categories…
Learn More
Victor Orlovski
Jan 1, 2026
The resistance to AI adoption might not be coming from where you think.
A junior developer sees ChatGPT and thinks "productivity boost." A principal engineer with 20 years of experience sees something different…
Learn More
Pavel Prata
Jan 2, 2026
Megafunds vs Specialist Seeds?
The difference shows up fast in how partners spend their time.Megafund ($1B+) partners juggle IC prep, internal reviews, platform syncs, boards.Specialist GPs (<$50M) spend most of the week with founders, portfolio work, and brand building…
Learn More
Denis Efremov
Dec 30, 2025
Your Essential List to the Most Influential AI Reports of 2025
To stay informed without getting lost in the noise, I’ve compiled a curated list of 50+ of the most authoritative AI reports published this year, organized into three key categories…
Learn More
Victor Orlovski
Jan 1, 2026
The resistance to AI adoption might not be coming from where you think.
A junior developer sees ChatGPT and thinks "productivity boost." A principal engineer with 20 years of experience sees something different…
Learn More
Pavel Prata
Jan 2, 2026
Megafunds vs Specialist Seeds?
The difference shows up fast in how partners spend their time.Megafund ($1B+) partners juggle IC prep, internal reviews, platform syncs, boards.Specialist GPs (<$50M) spend most of the week with founders, portfolio work, and brand building…
Learn More
Denis Efremov
Dec 30, 2025
Your Essential List to the Most Influential AI Reports of 2025
To stay informed without getting lost in the noise, I’ve compiled a curated list of 50+ of the most authoritative AI reports published this year, organized into three key categories…
Learn More
"Ventures from the Valley" Podcast
"Ventures from the Valley" Podcast
"Ventures from the Valley" Podcast
Substack Articles
Substack Articles
Substack Articles
Victor Orlovski
Jan 14, 2026
What Banks Actually Want from Fintech Partnerships
In 2012, I watched a bank nearly die. I was the executive responsible for core banking systems at one of Europe’s biggest financial institutions. We served millions of customers. One morning, the system went down. Cards stopped working at gas stations. It made the national news…
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Victor Orlovski
Apr 24, 2025
18 Lessons From 18 Years in Startup Investing
I never set out to become a venture investor. The typical paths into venture are well-worn: former investment bankers, corporate lawyers who've advised on VC deals, or founders with successful exits..
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Victor Orlovski
May 8, 2025
Why Late-Stage Companies Are Waiting Until 2026 to IPO
If you've been watching the IPO market, you might have noticed something strange: despite signs of rebounding public markets, tech IPOs are getting pushed back. Companies that were rumored to go public in 2023 aimed for 2024, then 2025, and now are quietly targeting 2026…
Learn More
Victor Orlovski
Aug 13, 2025
Lessons from 20 Years in Fintech: What Tomorrow's Founders Should Know
In 2001, I was working for a startup that built one of the earliest versions of mobile banking technology. In 2025, founders pitch me AI-powered financial agents. The technology couldn't be more different, but the rules for success haven't changed…
Learn More
Victor Orlovski
Jan 14, 2026
What Banks Actually Want from Fintech Partnerships
In 2012, I watched a bank nearly die. I was the executive responsible for core banking systems at one of Europe’s biggest financial institutions. We served millions of customers. One morning, the system went down. Cards stopped working at gas stations. It made the national news…
Learn More
Victor Orlovski
Apr 24, 2025
18 Lessons From 18 Years in Startup Investing
I never set out to become a venture investor. The typical paths into venture are well-worn: former investment bankers, corporate lawyers who've advised on VC deals, or founders with successful exits..
Learn More
Victor Orlovski
May 8, 2025
Why Late-Stage Companies Are Waiting Until 2026 to IPO
If you've been watching the IPO market, you might have noticed something strange: despite signs of rebounding public markets, tech IPOs are getting pushed back. Companies that were rumored to go public in 2023 aimed for 2024, then 2025, and now are quietly targeting 2026…
Learn More
Victor Orlovski
Aug 13, 2025
Lessons from 20 Years in Fintech: What Tomorrow's Founders Should Know
In 2001, I was working for a startup that built one of the earliest versions of mobile banking technology. In 2025, founders pitch me AI-powered financial agents. The technology couldn't be more different, but the rules for success haven't changed…
Learn More
Victor Orlovski
Jan 14, 2026
What Banks Actually Want from Fintech Partnerships
In 2012, I watched a bank nearly die. I was the executive responsible for core banking systems at one of Europe’s biggest financial institutions. We served millions of customers. One morning, the system went down. Cards stopped working at gas stations. It made the national news…
Learn More
Victor Orlovski
Apr 24, 2025
18 Lessons From 18 Years in Startup Investing
I never set out to become a venture investor. The typical paths into venture are well-worn: former investment bankers, corporate lawyers who've advised on VC deals, or founders with successful exits..
Learn More
Victor Orlovski
May 8, 2025
Why Late-Stage Companies Are Waiting Until 2026 to IPO
If you've been watching the IPO market, you might have noticed something strange: despite signs of rebounding public markets, tech IPOs are getting pushed back. Companies that were rumored to go public in 2023 aimed for 2024, then 2025, and now are quietly targeting 2026…
Learn More
Victor Orlovski
Aug 13, 2025
Lessons from 20 Years in Fintech: What Tomorrow's Founders Should Know
In 2001, I was working for a startup that built one of the earliest versions of mobile banking technology. In 2025, founders pitch me AI-powered financial agents. The technology couldn't be more different, but the rules for success haven't changed…
Learn More
Events & Webinars
Events & Webinars
The AI Inflection: Key Highlights and Trends for 2026
November 18, 2025 // 9 AM – 11 AM (PST)
Learn More
The AI Inflection: Key Highlights and Trends for 2026
November 18, 2025 // 9 AM – 11 AM (PST)
Learn More
Events & Webinars
The AI Inflection: Key Highlights and Trends for 2026
November 18, 2025 // 9 AM – 11 AM (PST)
Learn More
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Silicon Valley
2925 Woodside Rd,
Woodside, CA 94062
Tel Aviv
37 Menachem Begin Rd. Rubinstein House
Tel Aviv 6522042
Dubai
Dubai Silicon Oasis, DDP, Building A2 IFZA
Business Park Dubai, U.A.E.
Join our newsletter to receive growth-stage insights straight to your inbox
Join our newsletter to receive growth-stage insights straight to your inbox
© 2025 All rights reserved.
Silicon Valley
2925 Woodside Rd,
Woodside, CA 94062
Tel Aviv
37 Menachem Begin Rd. Rubinstein House
Tel Aviv 6522042
Dubai
Dubai Silicon Oasis, DDP, Building A2 IFZA
Business Park Dubai, U.A.E.
Join our newsletter to receive growth-stage insights straight to your inbox
Join our newsletter to receive growth-stage insights straight to your inbox
© 2025 All rights reserved.
Silicon Valley
2925 Woodside Rd,
Woodside, CA 94062
Tel Aviv
37 Menachem Begin Rd. Rubinstein House
Tel Aviv 6522042
Dubai
Dubai Silicon Oasis, DDP, Building A2 IFZA
Business Park Dubai, U.A.E.
Content & Insights
Please check out our most recent insights based on our view of today’s markets. If you would like to see other commentary from our team, please contact us.
Content & Insights
Please check out our most recent insights based on our view of today’s markets. If you would like to see other commentary from our team, please contact us.