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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

foundational-industries

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Company
The Fund That Bets on Boring: Predictive Hunts Data Moats in the Industries AI Forgot
Vc · Ai · Fintech

The Fund That Bets on Boring: Predictive Hunts Data Moats in the Industries AI Forgot

While most AI money chases chatbots, Kevin Alvarez-Fung is writing seed checks into freight, factories and payments - and handing founders a rolodex of 500 corporations to prove it works.

venture-capital · seed-stageRead →
Company
The Venture Firm Betting the Next Tech Boom Will Wear Steel-Toed Boots
Vc · Enterprise · Ai

The Venture Firm Betting the Next Tech Boom Will Wear Steel-Toed Boots

Construct Capital raised $740 million across three fundraising cycles by arguing that factories, freight networks and energy systems deserve the same software ambition once reserved for the screen. Its wager is now colliding with the age of physical AI.

construct-capital · venture-capitalRead →