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Fabrice’s Substack

Fabrice do Rego

My personal Substack where I regularly share insights on venture capital, tech entrepreneurship, and how AI is shaping industries. You'll also find thought pieces on economic policies and reflections on the intersection of culture, music, and investing.

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Substack
PricingOnly free issuesPublishesWeekly
Issues25Founded2 years agoLast Issue15 days ago
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Latest Issues

Hollywood has its blockbusters. Venture capital has its unicorns.

These past few weeks, the tensions between part of the French film industry and Canal+ (more broadly, the Bolloré group) have brought back to the center of debate a question as old as creation itself: who finances works of art… and with wha...

15 days ago

“Celebrity brands”: Buy the Tribe, Not the Brand.

Version française à la suite

Introduction

A few weeks ago, during a conversation with the CEO of a consumer group, one sentence stayed with me: “Today, the problem is no longer producing or distributing. It’s creating a brand that truly...

a month ago
2

Venture Capital Is Not What You Think. It’s an Emergency Room.

I. The resemblance you didn’t see coming

Not long ago, I was catching up with an old friend who works as an emergency physician. He was walking me through what his nights in the ER actually look like. We’d been talking about the show The...

2 months ago
3

Markets Are Imperfect. Is This a Bug… or a (Desirable) Feature?

After many years spent observing private markets (both in M&A and venture capital), I have come to a simple conclusion: markets are not just imperfect, they are structurally imperfect and asymmetrical.

Most of the time, finance is taught a...

3 months ago
2

Democratization Is Not Professionalization

Over the past twenty years, a deep but often misunderstood phenomenon has taken hold across many fields: the democratization of tools.

More powerful cameras, accessible editing software, global distribution platforms, turnkey payment and c...

5 months ago
5

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  • Fabrice do Rego

    Early stage VC investor mostly writing about Investment, sometimes about politics and a few times about sociology.

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