| | Alpha co-invests with the world’s leading VCs by sharing economics with early-stage investors in their best growth companies. Learn more → |
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| Gecko and Generalist named to Business Insider’s list of 25 most promising robotics startups in 2026
Congratulations to Alpha Partners portfolio companies Gecko Robotics and Generalist for making Business Insider's inaugural list of the most promising robotics startups. Gecko builds wall-climbing robots and AI software to inspect power plants, pipelines, and naval ships, and just won a five-year US Navy contract worth up to $71 million. Generalist builds AI software that controls different robots across factories, labs, and homes, with commercial use cases like folding laundry and packing iPhones emerging. Read more → |
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| Cantor lets hedge funds place big bets on Kalshi’s prediction markets
Cantor Fitzgerald will open Kalshi's prediction markets to roughly 3,000 institutional clients, including hedge funds and family offices. Susquehanna will provide pricing and liquidity as market maker. That gives Kalshi a direct pipeline into Wall Street trading desks that Polymarket doesn't have yet. It also widens Kalshi's lead and pushes the platform beyond retail sports betting into institutional hedging on weather, commodities, iPhone sales, and AI infrastructure. Read more → |
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Chris Daniels is the Head of Equity Capital Markets, Americas, at BlackRock, where he focuses on private and public equity and equity-linked financing activity. Prior to joining BlackRock in 2015, Chris worked with early-stage companies on capital formation and business development projects.
AlphaMarket is our annual growth investor summit. Now in its sixth year, AlphaMarket 2026, will take place on Wednesday, October 21, 2026, in New York City. Apply below to attend as space is limited.
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AlphaMarket 2026 is sponsored by: |
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| The addressable market for vibe-coding startups
The Wall Street Journal's VC newsletter recently asked Managing Partner Steve Brotman how big the market for vibe-coding startups really is. His answer was that the category is already far bigger than most investors assume. Vibe coding consumes about half of all LLM tokens today, so it already accounts for roughly half the AI revenue generated so far. If that share holds as the AI supercycle grows to 10%-20% of global GDP over the next 20 years, the total addressable market lands at $5 trillion to $10 trillion, on par with the entire transportation or finance sector. Read more →
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| Family offices are firing their VCs and betting directly on AI — just as the bubble talk gets loudest
Crain Currency looked at family offices bypassing VCs to invest directly in AI, and our own Steve Brotman weighed in. He declined to call the bubble question. "I have no idea if this is a bubble, and I'd be suspicious of anyone who says they do." Across cycles, he argued, the investors who win are the ones with the best filters rather than the most enthusiasm. And there's a middle path between going fully direct and staying a passive LP. Co-invest alongside top-tier VCs deal by deal. That's the model we're built on. Read more → |
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| Note: The above reflects Steve Brotman's personal opinion and does not constitute investment advice or
represent the views of Alpha Partners.
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| | There isn’t just one way to generate alpha in venture investing, there are thousands. Check out what’s animating the minds of VC partners on the Driving Alpha podcast. |
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| | On the latest episode of Driving Alpha, we sit down with Garheng Kong, Founder and Managing Partner of HealthQuest Capital, to talk about how disciplined healthcare investors spot the companies worth backing. Garheng explains why his firm stays modality-agnostic, evaluating opportunities across medical devices, diagnostics, biopharma, healthcare services, and health IT. Listen → |
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| | September 9: GP/LP Happy Hour, New York City September 14: Emerging Manager Dinner Series, New York City September 15: VC Partner2Partner Breakfast at GV, New York City September 30: VC Partner Only Wine Tasting with Tribeca VP, New York City October 6: VC Partner2Partner Breakfast at 8VC, San Francisco October 21: AlphaMarket, Sixth Annual Growth Investor Summit, New York City If you're interested in attending any of the events above, RSVP here.
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| Conferences we’re attending |
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| August 27-30: Milken, Hamptons September 3: IBM Ventures Innovation Summit, New York City September 8-9: IPEM, Paris September 16: Primary Venture Summit, New York City September 17: VC Partner Breakfast at Lightbank, Chicago September 21-22: Aspen Venture Summit, Aspen October 6-10: SFTechWeek, San Francisco October 28: Milken, Mexico City October 28-29: Tech1 Conference, Israel November 10: MXV Annual Summit, New York City November 17-19: Goldman Sachs Private Innovation Conference, Las Vegas November 30-December 4: AWS re:Invent, Las Vegas
If you are attending and want to schedule a 1:1, let us know by contacting us at hello@alphapartners.com.
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| | | The Alpha team gathered at Hunter Mountain, New York for our annual offsite. It was our largest group yet, reflecting the team's growth over the past year. Four days of strategy sessions, portfolio review, and time together set the direction for the year ahead. We're glad to have the people we do, and we're looking forward to the next chapter at Alpha Partners. |
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| The portfolio companies identified and described herein do not represent all of the portfolio companies purchased, sold, or recommended for funds advised by Alpha Partners. The reader should not assume that an investment in the portfolio companies was or will be profitable. For a full list of investments, please contact Alpha Partners. Individual portfolio company outcomes vary and past milestones are not indicative of future performance. |
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