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Market Insight March 15, 2025
The Next Wave of AI Infrastructure: Where We're Investing in 2025
As foundation model costs continue to fall, the competitive moat is shifting from model capability to deployment infrastructure. Here's our investment thesis.
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Portfolio News February 28, 2025
Meridian AI Closes $28M Series A to Scale Enterprise LLM Deployment
Our portfolio company Meridian AI has raised a landmark Series A round led by Sequoia Capital, with participation from Skewpoint and other strategic investors.
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Research February 10, 2025
Why Preventive Healthcare is the Trillion Dollar Opportunity No One Is Talking About
The shift from reactive to proactive healthcare isn't just a clinical trend—it's a fundamental restructuring of a $4.5 trillion industry. Here's our analysis.
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