Insights
A curated mix of talks, discussions, research, and original perspectives on founders, markets, and technology.
Selected resources that add useful context to technology, markets, and company building.
Stanford University · Recommended
A systems view of frontier technology — from energy and semiconductors to models, applications, security, and deployment.
Why we recommend it
Useful for founders and investors looking beyond individual models to the infrastructure, constraints, and opportunities shaping the next generation of technology.
Watch the series ↗Brief notes on the questions that shape how we invest.
Early-stage progress is rarely linear. Products change, markets shift, and the best decisions sometimes take longer than expected. Patience is not passive; it gives founders room to build with greater clarity and conviction.
What matters at the beginning is not always what matters a year later. As a company enters a new stage, the questions around product, people, markets, and priorities change with it. Long-term partnership means staying curious enough to notice when the question itself has changed.
Markets can move faster than companies should. Trends shift, capital cycles turn, and technologies mature at different speeds. We value founders who can respond to the present without losing sight of what should endure.
Selected indicators that help frame the investment environment.
Point-in-time figures from official sources; not a live feed.
Selected 2026 public investment and R&D priorities in Korea.
