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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.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues21Founded2 years agoLast Issue4 months ago
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Latest Issues

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...

4 months ago
4

Will AI Do to Venture Capital What Social Media Did to Music?

Introduction

There was a time when being a music producer meant being an absolute “gatekeeper.” Without them, no artist could hope to break through. Producers controlled nearly everything: access to the studio, recording quality, dist...

7 months ago
2

Reinventing VC: What If the “Power Law” Were Not a Systemic Fate?

Introduction

The world of Venture Capital (VC) is governed by a well-known principle: the power law. In every VC fund portfolio, a handful of startups generate the vast majority of returns. The rest survive, stagnate, or fade into oblivion...

9 months ago
3

The Soft Middle of VC Portfolios: An Underestimated (European) Opportunity

Foreword

Over the past decade, tech investment has surged across Europe, especially in France with the rise of the “French Tech” scene. This is undoubtedly great news: it has given rise to a new generation of entrepreneurs, innovators, amb...

a year ago
3

DeepTech : The Blind Spot of ("Small") Generalist Early-Stage VC Funds

For a long time, like many other early-stage VC players, we almost systematically ruled out DeepTech projects. Not out of dogmatism, but because we (reasonably) thought it wasn’t "for us."

In the European VC ecosystem, DeepTech is often pe...

a year ago
1

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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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