Upcoming IssueA new quarterly publication for technology investors, venture capitalists, and innovation-focused allocators.
Be the first to read our Spring issue
The Technology Investment Journal is a new publication for technology investors, venture capitalists, and innovation-focused allocators.
We focus on in-depth analysis of the technologies reshaping industries, the capital flows driving innovation, and the investment frameworks that separate signal from noise in a rapidly evolving landscape.
If you'd like to be notified when our first issue is released and receive early access to select digital content for founding subscribers, you can sign up below for free.
Be the first to read our Spring issue when it launches
While we put the finishing touches on our Spring issue, here are some readings our editorial team has been passing around.
Ribbit Capital's thesis on how tokenization, stablecoins, digital identity, and AI agents are converging to reshape the $41 trillion financial services industry. A framework for understanding why fintech and crypto are no longer separate categories.
What the Bloomberg Terminal did for public equities in the 1980s, AI may be about to do for private markets. A look at how information asymmetry — the defining feature of venture and PE — erodes when machines can read every data room.
When a thousand companies copy the same business model in the same market at the same time, who wins? The story of China's group-buying wars and what hyper-competition reveals about moats, execution, and the dynamics of winner-take-all markets.
AI agents connected to business tools like Asana are enabling knowledge workers to triple their daily output without working longer hours. The same productivity multiplier software engineers found with coding assistants is coming for everyone else.
A speculative framework for how markets, real estate, energy, labor, and geopolitics shift in a world where AI agents can autonomously complete complex tasks. The questions investors should be asking before everyone else does.
The Technology Investment Journal is the premier publication for technology investors, venture capitalists, and innovation-focused allocators, covering AI infrastructure, semiconductor supply chains, deep tech commercialization, and the capital flows shaping the future of the digital economy.
Subscription includes immediate access to our digital archive and the print edition delivered to your door at the end of each quarter. Subscribe before the end of the current quarter to receive the latest edition.