
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...
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...
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...
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...
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?
What used to be a niche corner of venture no...
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The writers behind this newsletter.
Nerdy and early VC firm focused on seed investments in startups pushing software beyond the screen
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