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Perspectives
Consumer ‧‧ Perspectives
A 1990s Playbook for 2025: What John Malone and the Telecom Era Can Teach Us about AI Infrastructure
By Ishan Sinha A question I hear over and over in venture circles right now: is AI ushering in a real transformation? Or are we repeating the telecom bubble of the 1990s? This summer, I picked up John...
AI ‧‧ Perspectives
Our Investment in Heidi Health
By Sri Chandrasekar and Jeff Lu We are excited to announce that Point72 Private Investments is leading a $65 million Series B in Heidi Health, an AI-powered clinical documentation platform focused on reducing the administrative burden on...
Consumer ‧‧ Perspectives
Inside the Consumer Health Renaissance: Navigating Personalized Wellness in a Shifting Landscape
By Ben Shor Over the past few years, we’ve observed consumer health evolve from a niche category into something that feels fundamental. It’s no longer just “wellness” on the fringe—it’s a $6.3 trillion global...
Defense Tech ‧‧ Perspectives
Defense Tech is at an Inflection Point – The Opportunities, Challenges and Innovations Shaping the Sector’s Future
Two years ago, we made the case for defense tech investing. Since then, we believe the world has changed dramatically. From our perspective, geopolitical tensions have intensified, warfare has evolved, defense budgets are growing. Today, we see governments seeking...
Growth ‧‧ Perspectives
When AI Helps, Not Hurts, the Entertainment Ecosystem – Our Investment in Fever
By Ishan Sinha In December, I wrote about how media companies may view new technological advancements, especially AI, as a threat rather than an opportunity. And how they may have good reason to do so: from lawsuits over...
Defense Tech ‧‧ Perspectives
Our Investment in CX2
By Chris Morales, Graham Littlehale, and Sarah Hess We are proud to announce our lead investment in the Series A for CX2, a company we think is redefining electronic warfare (“EW”) with software-first systems built for...
Defense Tech ‧‧ Perspectives
Scaling our Commitment – Investing in Apex
By Chris Morales, Sarah Hess, and Kristen Dumbeck We are excited to announce our continued investment in Apex supporting their mission to revolutionize satellite bus manufacturing for the evolving space economy. Spurred by the decline...
Growth ‧‧ Perspectives
Our Investment in Luminance
By Sri Chandrasekar, Tara Stokes, Jeffrey Lu We’re excited to welcome Luminance, a London-based legal AI company, to our portfolio – joining our other founding teams with Cambridge roots including PolyAI, Glyphic, and Tunic...
AI ‧‧ Perspectives
Doubling Down on Netradyne
By Sri Chandrasekar, Tara Stokes and Jeff Lu. Point72 Private Investments is proud to be leading Netradyne’s $90M Series D round. We first partnered with Avneesh Agrawal and the Netradyne team back in 2018 when we invested in...
AI ‧‧ Perspectives
Looking back on 2024: The AI playbook takes shape
By Tara Stokes AI Founders’ Chicken-and-Egg Problem Like many, we believe startups benefit from a moat. But creating one as a tech startup – especially an AI startup today – feels increasingly daunting. Investors and builders keen to find...
Consumer ‧‧ Perspectives
How AI media startups can help solve existential issues for the industry and artists
By Ishan Sinha I encounter a surprising number of AI media startups that offer tools whose use I cannot intuit; whose features make me wonder, “Who would actually want to do this?” And whose models seem to have...
AI ‧‧ Perspectives
Clunky copilot or benevolent boss? Why I believe AI should prompt us
By Sri Chandrasekar Consider how much time predictive typing on your phone or in email saves you. Perhaps one minute per day? If so, those savings don’t exactly reduce our work to the 15-hour work week John Maynard Keynes...
Defense Tech ‧‧ Perspectives
Where conflicts are determined by logistics, startups are innovating to win
By Graham Littlehale and Chris Morales When Russia invaded Ukraine in 2022, its massive tank column reached the capital Kyiv in less than one week—then stalled just 30km outside. After days of waiting for resupply, those soldiers...
Consumer ‧‧ Perspectives
Can today’s startups help parents raise happy, healthy, independent adults?
By Ben Shor We believe the anxieties of modern parenting are powerful and pervasive. Parents today spend twice as much time with their children as 50 years ago and 4 in 10 describe themselves as “overprotective.” Many...
Consumer ‧‧ Perspectives
The Expert Economy
By Gaelen Hendrickson, Avi Gandhi and Ishan Sinha. Pre-internet learning was a largely formal affair. Beyond primary and secondary education, people typically learned new skills through apprenticeships, trade schools, and company programs, while upskilling usually involved going...
Perspectives
To outwit existential GTM threats, invert your thinking
By Kevin Berardinelli I get to spend a lot of time observing founders and where they focus. Mostly, they look to the next revenue goal, the next round, the next big account. Few focus on how their business might...
Growth ‧‧ Perspectives
Our Investment in Adonis
By Sri Chandrasekar, Tara Stokes and Jeff Lu. Point72 Private Investments is excited to be leading a $31M Series B round in Adonis alongside Tina Hoang-To at Kin Ventures. Adonis is building next generation revenue...
Defense Tech ‧‧ Perspectives
Our Investment in Overland AI
By Chris Morales We’re proud to announce our investment in Overland AI to support their progress in building intelligent uncrewed ground systems for defense and national security. Autonomy is hard, but ground autonomy can be especially difficult. Terrain...
Consumer ‧‧ Perspectives
The Next Wave of Consumer Startups: Why Point72 Ventures is All In
By Ishan Sinha Is consumer investing dead? A one-way street? We don’t think so. We believe that right now is the greatest opportunity for groundbreaking companies to be built since the advent of smartphones – here’s why. The Early...
AI ‧‧ Perspectives
Road Work Ahead: AI Won’t Fix Enterprise Process Challenges
By Ryan Fauber and Sri Chandrasekar Despite what billions of VC dollars seem to imply, generative AI is not a magic bullet for companies. In fact, unless businesses fundamentally rethink how work actually gets done, they will lose...
Enterprise ‧‧ Perspectives
TypeScript – Popular, enterprise ready and an ideal option for AI application development
TL;DR: We see parallels between Java and TypeScript in their enterprise-adoptability and enterprise-friendliness. The introduction of Java led to the creation of multi-billion-dollar businesses like Databricks, Confluent, and Atlassian. We anticipate that TypeScript will do the same This...
Enterprise ‧‧ Perspectives
Testing Built for AI Software: Our Investment in Distributional
Distributional is a testing and validation platform built specifically to handle the complexity of AI-based software. We believe this is a critical...
Fintech ‧‧ Perspectives
Gaming – The Next Big Opportunity in Fintech?
“Video games are bad for you? That’s what they said about rock-n-roll.” – Shigeru Miyamoto If you were asked to envision the stereotypical video gamer, what would you see? Most likely a teenager, perhaps no more than 17 years old,...
Enterprise ‧‧ Perspectives
Making Cultural Values Stick – A Guide for Start-Up Founders
For start-up founders, establishing and implementing cultural values in your organization is a critical milestone in your leadership journey. Yet, when you ask a random employee about your company’s values, it’s often surprising how few can actually articulate them.
Defense Tech ‧‧ Perspectives
Navigating the DoD budget cycle: End-of-year funds present opportunity for Defense Tech startups
It’s hard to build a business focused on selling to the government. Really hard. Whether it’s navigating the multiple stakeholders necessary to make a government sale, long contracting cycles, budgets that get caught in political crossfire –...
Enterprise ‧‧ Perspectives
Authorization Built for Developers: Our Investment in Abbey Labs
Abbey Labs was built to solve the authorization problem by taking a developer centric approach to the problem: authorization as code. We’ve felt the problem personally. We’ve seen the success of developer centric security and “as code” solutions. We’re proud...
AI ‧‧ Perspectives
Association of Computational Linguistics Conference (ACL) 2023 – Our Expectations
By Ryan Fauber “I am so clever that sometimes I don’t understand a single word of what I am saying.” – Oscar Wilde. Have you ever returned to your writing to realize it was a bit less coherent than...
Enterprise ‧‧ Perspectives
Software Bills of Material (SBOMs) – All the right ingredients, but something is still missing
TL;DR: The hype for SBOMs (Software bills of material) in the application security community and in the government is widespread—reaching a boiling point While SBOMs are trying to solve an undeniable problem the industry faces, we are skeptical of the...
AI ‧‧ Perspectives
Computer Vision and Pattern Recognition Conference (CVPR) 2023 – Our Expectations
By Graham Littlehale and Ryan Fauber Vision is the central technological element in some of the best works of science fiction like iRobot, 2001: A Space Odyssey, and The Matrix. Without significant advancements in computer vision, these works...
Fintech ‧‧ Perspectives
10 Fintech Trends from Brazil
At Point72 Ventures, we’ve been active investors in fintech startups across both developed and emerging markets including Asia, the Middle East, and Latin America since...
Growth ‧‧ Perspectives
Generative AI is Coming for Real Estate – Why we’re backing EliseAI
Point72 Private Investments is excited to be leading a $35M Series C round in EliseAI, the conversational artificial intelligence platform serving the real estate industry. In multifamily real estate, we believe that demand for seamless and intuitive digital experiences among...
AI ‧‧ Perspectives
Pitch Perfect: Generative Voice and the Future of Content Consumption
By Ryan Fauber Disclaimer: this was not written by ChatGPT. However, the same can’t be said for an increasing portion of the content we come across online. In the space of 6 months we’ve gone from laughing at how...
Enterprise ‧‧ Perspectives
A New Chapter for WebAssembly?
It is not new. It is not ChatGPT. But these days, we’ve been thinking a lot about WebAssembly (WASM), a low-level binary instruction format originally designed to make web applications faster. Why are we so...
Defense Tech ‧‧ Perspectives
The Defense Tech Revolution – Why we’re investing behind a unique moment in time
Over the last few years, we have seen innovation and venture capital investments driven largely by consumer demand, leaving customers mostly unaware of use cases beyond their living rooms or office spaces. But behind the scenes, critical technologies – artificial intelligence,...
AI ‧‧ Perspectives
The Transformative Power of ChatGPT in Education: Bringing “The Diamond Age” to Life
By Sri Chandrasekar I’ve always thought that Neal Stephenson’s The Diamond Age was his best book. One might claim that Snow Crash was better (it was the book that introduced the concept of the Metaverse), but there was something...
AI ‧‧ Perspectives
Demo Day: Five Tips for Founders
By Tara Stokes Setting the Stage Startup accelerators such as Y Combinator, Techstars or Entrepreneur First can be an extremely valuable resource for early-stage teams looking for capital, mentorship, network and playbooks from the people who have been...
AI ‧‧ Perspectives
Customer Service x Large Language Models
By Tara Stokes Our Perspective In Generative AI: Context Is All You Need, we shared our excitement for the application of large language models (LLMs) like GPT-3 for use cases across the enterprise. When evaluating...
Perspectives
The Next Dimension of Generative AI
Portrait: The old adage “a picture is worth a thousand words” shows why there’s currently such an explosion of interest in and excitement around AI. It started as enthusiasm for AI text generation (i.e., text-to-text; e.g., ad copy generation)...
Fintech ‧‧ Perspectives
Latin America’s financial infrastructure revolution
At Point72 Ventures, we’ve been active investors in fintech startups across both developed and emerging markets including Asia, the Middle East, and Latin America. In this piece, we dive into the evolution of the financial infrastructure landscape in Latin America.
AI ‧‧ Perspectives
Generative AI: Context Is All You Need
By Tara Stokes Generative AI: Context Is All You Need In Dumbledore’s office, Harry Potter stumbles across a Pensieve – a magical stone basin allowing his Hogwarts Headmaster to transfer and store memories from his mind to be...
Growth ‧‧ Perspectives
Looking Ahead in Growth-Stage Investing
We’ve all seen the tech market go through a significant transformation in the last several months. There are numerous reasons for the shift, but at its essence, it was a result of businesses being valued based on potential revenue rather...
Growth ‧‧ Perspectives
Our Investment in Boulevard
Point72 Private Investments is thrilled to be leading a $70M Series C round in Boulevard, the most comprehensive modern-day software solution for the self-care market. The self-care market is booming. Spas, salons, barbershops, med spas and a host of...
Fintech ‧‧ Perspectives
Building Bridges to Crypto
Our initial thesis: Building Bridges to Crypto for the Masses We believe we are in the early stages of Web3, a new paradigm of the internet powered by blockchain and crypto technology. Web 1.0 was a read-only internet that gave...
