Essay
Published a quarterly letter arguing that AI market exuberance and durable infrastructure buildout can coexist.
Quarterly Letter: the Bubble and the Engine
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Quarterly Letter: the Bubble and the Engine
Giant Ventures Quarterly Letter: The European Stack
Quarterly Letter: How Giant Will Invest Behind the AI Wave
Two new funds: $100M Seed + $150M Climate Growth
Giant Portfolio
Matta
Radiant
CuspAI
Haven Energy
amass
createdbyhumans.ai
Odyssey Aviation