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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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Alpha invests in Decart, a developer of real-time generative AI
We’re pleased to announce our investment in Decart, an Israeli company building the infrastructure that makes real-time AI possible. Most existing AI tools introduce a lag between request and response. That's fine for static outputs, but it breaks down for robotics, live video, and interactive experiences where responses have to land in milliseconds. Decart has rebuilt the AI stack from the ground up for exactly that constraint, dramatically cutting hardware costs in the process. Read more →
Want more info? Check out this article about Decart in The Wall Street Journal.
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How private markets shut ordinary Americans out
In a recent Fortune op-ed, Alpha Partners Managing Partner Steve Brotman argues that the biggest wealth-creation stories of the AI era are unfolding almost entirely in private markets, and that ordinary Americans are structurally locked out. He goes on to propose three ways of fixing the issue. Read more →
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AI is driving the venture market — but not fixing it
AI accounts for roughly half the VC market's total valuation, straining the rest of the ecosystem while raising the bar on what AI investments need to deliver. In a recent Institutional Investor piece on the state of venture capital, Steve Brotman noted "We're in an AI supercycle,” comparing the moment to the industrial revolution. Brotman believes that capital flowing toward AI isn't crowding out value. It's following it. 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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Kalshi is raising fresh $200 million in latest funding round
Kalshi's latest raise adds $200 million to a Series F now totaling $1.2 billion, with Baillie Gifford joining a roster that includes Sequoia, a16z, Paradigm, and Morgan Stanley. The company is now valued at $22 billion with more than $1.5 billion in annualized revenue according to Bloomberg. Monthly trading volume hit $14 billion in April, triple what it was six months ago. Read more → |
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Exodigo recognized in TIME100 Most Influential Companies list
Congratulations to Exodigo on being named one of TIME Magazine's 100 Most Influential Design and Build Companies of 2026. Exodigo combines ground-penetrating radar, electromagnetic sensors, and AI to map what's underground without any digging, achieving 99 percent accuracy compared to the industry standard of 50 percent. To date, Exodigo has helped de-risk over $75 billion in infrastructure investments for transit agencies and infrastructure owners worldwide. Read more → |
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Apptronik teases new robot, stacks C-Suite with Waymo, Boston Dynamics, Amazon vets
Austin-based humanoid robotics company Apptronik has announced a wave of senior executive hires drawn from Waymo, Boston Dynamics, Amazon, iRobot, and Paramount+ spanning product, services and support, software, marketing, and people operations. The company also teased a new robot model with the details yet to come. In humanoid robotics, top talent is limited and increasingly concentrated. Importantly, the news comes on the heels of Apptronik raising its $935 million Series A at a $5.3 billion valuation in February. Read more → |
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Note: The views expressed above are Mr. Brotman's own and may not reflect the position of Alpha Partners.
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In this episode of Driving Alpha, Yanev Suissa, founder of SineWave Ventures, explores how bridging the public and private sectors can generate real alpha, and why more venture firms should be paying attention. Watch episode → |
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| | May 28: Partner2Partner breakfast with F Prime Capital at #BosTechWeek, Boston May 28: Boston Tech Week Happy Hour, Boston June 3: Partner2Partner breakfast with Greycroft, New York City June 4: New York TechWeek Happy Hour, New York City June 17: Partner2Partner with F Prime Capital and Pear VC, San Francisco
If you're interested in attending any of the events above, RSVP here. |
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| | | | AlphaMarket 2026 will take place on October 21, 2026 in New York City. Reserve your spot today! If you’re interested in speaking or sponsoring, you can let select that option when you apply. Apply →
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The Gorilla Game: Picking Winners in High Technology
The Gorilla Game reveals the dynamics driving the market for high-tech stocks and outlines the forces that catapult a select number of companies to "gorilla" status — dominating the markets they serve in the way that Yahoo! dominated internet portals, Microsoft dominated software operating systems, and Cisco dominated hardware for data networks.
Get your copy → |
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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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