Content & Insights
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.
Latest From The R136 Team
Latest From The R136 Team
Pavel Prata
May 20, 2026
Are we in a Zombie VC era?
Today, growing DPI dispersion, combined with increasing concentration in top portfolio assets and slow exit activity, is creating perfect conditions for "Zombie VCs".
Victor Orlovski
May 15, 2026
SaaS is one of greatest business model innovations in tech history.
Model was genuinely clever. Turned massive upfront capital expense into predictable monthly spend, gave enterprises access to software they couldn't build themselves and created switching costs so deep that once you were in, you basically stayed in.
R136 Ventures
May 4, 2026
Our latest quarterly newsletter is out
This edition includes recent team updates, portfolio news, thoughts on AI and enterprise software, and a few new podcast conversations with founders and investors.
R136 Ventures
Apr 15, 2026
Matthew Farrar Joins R136 Ventures as Head of Investor Relations
Matthew brings deep experience across investor relations and alternative assets. He previously served as Managing Director at BDT & MSD Partners and founded Aon Advantage Funds
Pavel Prata
May 20, 2026
Are we in a Zombie VC era?
Today, growing DPI dispersion, combined with increasing concentration in top portfolio assets and slow exit activity, is creating perfect conditions for "Zombie VCs".
Victor Orlovski
May 15, 2026
SaaS is one of greatest business model innovations in tech history.
Model was genuinely clever. Turned massive upfront capital expense into predictable monthly spend, gave enterprises access to software they couldn't build themselves and created switching costs so deep that once you were in, you basically stayed in.
R136 Ventures
May 4, 2026
Our latest quarterly newsletter is out
This edition includes recent team updates, portfolio news, thoughts on AI and enterprise software, and a few new podcast conversations with founders and investors.
R136 Ventures
Apr 15, 2026
Matthew Farrar Joins R136 Ventures as Head of Investor Relations
Matthew brings deep experience across investor relations and alternative assets. He previously served as Managing Director at BDT & MSD Partners and founded Aon Advantage Funds
"Ventures from the Valley" Podcast
"Ventures from the Valley" Podcast
"Ventures from the Valley" Podcast
Long‑Form Essays & Media
Long‑Form Essays & Media
Ratan Manehani
May 19, 2026
The Vibe Coding Paradox: Why the AI Revolution Is Creating More Engineering Jobs, Not Fewer
I've been asking our portfolio companies an obnoxious question. The answer I kept getting was the last one I expected — and it contradicts almost everything you've read about AI (for now)
Victor Orlovski
May 15, 2026
The AI Security Problem Nobody Wants to Talk About
For decades, enterprise security worked like an airport. You secured the perimeter, checked the bags and scanned the passengers at the gates.
Forbes
May 11, 2026
Is AI A Bubble? Watch What Founders Do After They Raise
Seemingly every major firm has weighed in on the same AI question: "Are we in a bubble?”
Victor Orlovski
May 6, 2026
How HighLevel Won 70,000 Marketing Agencies Without a Sales Team - with Robin Alex
In this episode of Ventures from the Valley, host Victor Orlovski sits down with Robin Alex, co-founder of HighLevel — an AI-powered business platform serving 70,000+ agencies and over 1 million businesses worldwide.
Ratan Manehani
May 19, 2026
The Vibe Coding Paradox: Why the AI Revolution Is Creating More Engineering Jobs, Not Fewer
I've been asking our portfolio companies an obnoxious question. The answer I kept getting was the last one I expected — and it contradicts almost everything you've read about AI (for now)
Victor Orlovski
May 15, 2026
The AI Security Problem Nobody Wants to Talk About
For decades, enterprise security worked like an airport. You secured the perimeter, checked the bags and scanned the passengers at the gates.
Forbes
May 11, 2026
Is AI A Bubble? Watch What Founders Do After They Raise
Seemingly every major firm has weighed in on the same AI question: "Are we in a bubble?”
Victor Orlovski
May 6, 2026
How HighLevel Won 70,000 Marketing Agencies Without a Sales Team - with Robin Alex
In this episode of Ventures from the Valley, host Victor Orlovski sits down with Robin Alex, co-founder of HighLevel — an AI-powered business platform serving 70,000+ agencies and over 1 million businesses worldwide.
Ratan Manehani
May 19, 2026
The Vibe Coding Paradox: Why the AI Revolution Is Creating More Engineering Jobs, Not Fewer
I've been asking our portfolio companies an obnoxious question. The answer I kept getting was the last one I expected — and it contradicts almost everything you've read about AI (for now)
Victor Orlovski
May 15, 2026
The AI Security Problem Nobody Wants to Talk About
For decades, enterprise security worked like an airport. You secured the perimeter, checked the bags and scanned the passengers at the gates.
Forbes
May 11, 2026
Is AI A Bubble? Watch What Founders Do After They Raise
Seemingly every major firm has weighed in on the same AI question: "Are we in a bubble?”
Victor Orlovski
May 6, 2026
How HighLevel Won 70,000 Marketing Agencies Without a Sales Team - with Robin Alex
In this episode of Ventures from the Valley, host Victor Orlovski sits down with Robin Alex, co-founder of HighLevel — an AI-powered business platform serving 70,000+ agencies and over 1 million businesses worldwide.
Events, Webinars & Live Briefing
Events, Webinars & Live Briefing
The AI Inflection: Key Highlights and Trends for 2026
November 18, 2025 // 9 AM – 11 AM (PST)
State of eCommerce: Key Market Highlights and Trends in 2025
March 20, 2025 // 1:00 PM - 3:00 PM EDT
R136 Exclusive Fireside Chat with the President of Blockchain.com ⚡️
December 19, 2024 // 11:00 AM - 12:00 PM EST
State of FinTech: Key Market Highlights and Trends in 2024
November 12, 2024 // 10:00 AM - 12:00 PM EST
State of Data Centers: Key Market Highlights and Trends in 2024
October 8, 2024 // 10:00 AM - 12:00 PM EDT
The AI Inflection: Key Highlights and Trends for 2026
November 18, 2025 // 9 AM – 11 AM (PST)
State of eCommerce: Key Market Highlights and Trends in 2025
March 20, 2025 // 1:00 PM - 3:00 PM EDT
R136 Exclusive Fireside Chat with the President of Blockchain.com ⚡️
December 19, 2024 // 11:00 AM - 12:00 PM EST
State of FinTech: Key Market Highlights and Trends in 2024
November 12, 2024 // 10:00 AM - 12:00 PM EST
State of Data Centers: Key Market Highlights and Trends in 2024
October 8, 2024 // 10:00 AM - 12:00 PM EDT
Events, Webinars & Live Briefing
The AI Inflection: Key Highlights and Trends for 2026
November 18, 2025 // 9 AM – 11 AM (PST)
State of eCommerce: Key Market Highlights and Trends in 2025
March 20, 2025 // 1:00 PM - 3:00 PM EDT
R136 Exclusive Fireside Chat with the President of Blockchain.com ⚡️
December 19, 2024 // 11:00 AM - 12:00 PM EST
State of FinTech: Key Market Highlights and Trends in 2024
November 12, 2024 // 10:00 AM - 12:00 PM EST
State of Data Centers: Key Market Highlights and Trends in 2024
October 8, 2024 // 10:00 AM - 12:00 PM EDT
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© 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.
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.