Jovono | Activity | F4

Team Portfolio Raise Essays

F4/Jovono/Activity

Jovono Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Essay

Published an essay arguing that AI will bring superstar-market bifurcation to professional services and create new diffusion-tier business models.

The Galleria-fication of Everything and the Armani Strategy

blog.jovono.comMAY 2, 2026

MAY 2, 2026

Milestone

Portfolio company Anduril Industries raised new funding round at $60B valuation, doubling from $30.5B in June 2025, with plans to expand manufacturing and autonomous fighter jet development.

Anduril

reuters.comMAR 2026

finance.yahoo.com

MAR 2026

3 essays· OCT 2025 – DEC 2025Show all

Essay

Published essay exploring how autonomous vehicles will enable passive income as consumer assets become monetizable through services like Waymo, reshaping the economy toward a passive income society.

Waymo and the Passive Income Society

blog.jovono.comDEC 2025

DEC 2025

Essay

Evan Zimmerman publishes essay examining the historical scare campaign against artificial ice as a model for understanding why anti-progress propaganda succeeds today when it failed in the past.

The Question on Artificial Ice and Progress

blog.jovono.comOCT 17, 2025

OCT 17, 2025

Essay

Evan Zimmerman publishes essay arguing that trust is an underappreciated competitive moat, particularly in high-stakes industries like legal tech, and that platform shifts create windows for new entrants to become trusted vendors.

Trust as a Moat

blog.jovono.comOCT 3, 2025

OCT 3, 2025

Milestone

Jovono portfolio company Limit (insurtech) — Limit McGowan acquires Limit.com (PR Newswire 9/25/2025).

Limit

prnewswire.comSEP 25, 2025

SEP 25, 2025

Exit

Portfolio company Limit, an AI-enabled digital wholesale insurance broker, was acquired by The McGowan Companies.

Limit

prnewswire.comSEP 2025

SEP 2025

Exit

Jovono portfolio company Convoy, a digital freight network platform, was acquired by DAT Solutions in July 2025.

Convoy

tracxn.comJUL 28, 2025

JUL 28, 2025

Essay

Published comprehensive book review and thesis on supply-side liberalism and the abundance agenda, critiquing progressive governance focus on redistribution over delivery of outcomes.

Book Review: Abundance by Ezra Klein and Derek Thompson

blog.jovono.comMAR 2025

MAR 2025