Back to Atoms For the past two decades, venture capital gravitated toward software — specifically, enterprise SaaS and consumer internet. The reasons were rational: software…
The Unbundling of Venture Capital Venture capital used to follow a simple model: raise a fund from institutional LPs, deploy it over 2-4 years, and…
The Maple Advantage Canadian tech startups operate in the shadow of a $3 trillion neighbor with 10x the population and a venture capital ecosystem that’s…
The AI Gold Rush If you want to understand where billions in venture capital flowed in 2024-2025, the answer can be summarized in two letters:…
The Hangover Venture capital is climbing out of the deepest trough since the dot-com crash. Global VC funding peaked at roughly $683 billion in 2021,…
Back to Atoms For the past two decades, venture capital gravitated toward software — specifically,…
In 2016, nearly every major automaker and a swarm of startups predicted that fully self-driving cars would be on public roads by 2020. That deadline came and went. In 2023,…
When you ask ChatGPT a question, the energy cost of that single interaction is trivial — roughly the equivalent of powering an LED light bulb for a few seconds. But…
The promise of AI in drug discovery is enormous: molecule design in hours instead of years, virtual screening of billions of compounds, clinical trial predictions that reduce failure rates. The…
OpenAI has not officially announced GPT-5. But the clues — job postings, compute procurement, executive comments and the competitive landscape — paint a fairly clear picture of what the next…
The global semiconductor shortage that began in 2020 and peaked in 2021-2022 was not a single crisis but a cascade of failures — natural disasters, geopolitical tensions, pandemic-driven demand shifts…
If you bought a 5G phone in 2021 expecting the wireless revolution you were promised, you probably felt some disappointment. The early 5G rollout was plagued by coverage gaps, battery…
Quantum computing has been “five to ten years away” for roughly three decades. But in 2025, something has genuinely changed. We now have quantum processors with over 1,000 physical qubits,…
Twenty-five years ago, Microsoft CEO Steve Ballmer called Linux “a cancer.” Today, Microsoft is one of the largest contributors to open source on GitHub. The transformation is evidence of a…
For the last fifteen years, the mantra of enterprise IT has been “move everything to the cloud.” Data centres got larger, more centralised and increasingly concentrated in a handful of…
In 2019, enterprise cloud adoption was a competitive advantage. In 2025, it is table stakes. The question is no longer whether companies should move to the cloud — it is…
