Newsletter & Updates

Stay informed about our latest investments, insights, and portfolio updates

We Remain Bullish on Lambda

The emergence of Claude Code as a mainstream developer tool has become an inflection point for the AI cycle and compute demand broadly. 

March 2026 Portfolio Update

The narrative around artificial intelligence has matured.

Groq Milestone and Our AI Thesis

Groq announced that it entered into a licensing agreement with Nvidia for a reported $20 billion.

Partnership Announcement: Cascade Venture Partners and Databricks' AI Accelerator Program

We're excited to announce our strategic partnership with Databricks' AI Accelerator Program and our new founder spotlight series