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UBQT - The Ubiquity Blog

Ubiquity Ventures

The Ubiquity Ventures blog, exploring "software beyond the screen", entrepreneurship, and science

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Substack
PricingOnly free issuesPublishesWeekly
Issues129Founded6 years agoLast Issue4 days ago
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Latest Issues

Everyone Is a Nerd About Something: Introducing the Nerd Oath

Seven years ago I wrote about why I’m obsessed with nerds and why Ubiquity Ventures backs them almost exclusively. Several times a day I still describe the firm as “nerdy and early,” and that part hasn’t changed. What has changed is how muc...

4 days ago
10
1

I backed Rocket Lab at <$50 million. Today it joins the NASDAQ-100!

Today, June 22nd, Rocket Lab (NASDAQ: RKLB) joins the NASDAQ-100, the index of the 100 largest non-financial companies on the NASDAQ stock market. It will sit alongside names like Apple, NVIDIA, and Microsoft.

I first backed Rocket Lab in...

7 days ago
6

Before the FDA's First AI Warning Letter, There Was Ketryx

On April 2, 2026, the FDA issued its first warning letter citing a drug manufacturer’s overreliance on AI in regulated production. The core message landed far beyond that one company. AI-generated documentation must be reviewed and verified...

12 days ago
5

What Starlink Is Actually Worth (and Where We Go From Here)

Yesterday SpaceX priced at around $1.75 trillion, the biggest public offering ever attempted, and is now trading above $2 trillion on the Nasdaq!

Back in April, before anyone outside a small room could buy a share, I sat down with Chris Qu...

16 days ago
5

What Deep Tech Investors Are Watching in 2026

We asked a handful of deep tech investors two questions: What are your hot takes on deep tech in 2026, and is deep tech more or less exposed to AI than SaaS?

Deep tech is having a moment.

What used to be a niche corner of venture no...

18 days ago
5

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  • Ubiquity Ventures

    Nerdy and early VC firm focused on seed investments in startups pushing software beyond the screen

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