News + insights.

Why you can’t vibe-code a factory with Julian Counihan (Schematic Ventures)
Saronic’s drone boat rescues crew near Hormuz, 15% of Alpha portfolio named to CNBC disruptors list, and honoring Joshua Baer
Alpha invests in digital insurance platform Honeycomb
Alpha invests in PointFive, a cloud efficiency platform built for the AI era
Alpha invests in Generalist AI, builder of general intelligence for the physical world
Alpha Invests in Decart, Kalshi Secures $1.2B, and Fortune Features Alpha
Private markets may be leaving most Americans on the sidelines of the AI wealth boom
AI may be absorbing the venture market, but that concentration is also reshaping where value is created
Alpha invests in Decart, a developer of real-time generative AI
Milken remains an important fundraising event in finance
Shield AI’s $12.7B valuation, industry recognition, skyrocketing revenue, and the future of IPOs
Why Centana invests in Fintech
IPO activity may be returning, but the reopening is far from broad-based
AI talent may become one of the defining constraints on enterprise adoption
The IPO window may reopen, but it will still reward quality
Robotics may be AI’s next real-world breakout
Gecko lands major Navy contract, Kalshi’s $22 billion valuation, Dan Malven joins Alpha
How top healthcare VCs generate alpha