The Venture Capitalists Winning The Frontier Race

Profiles the investors whose early bets on AI, defense, space and frontier tech are reshaping the 2026 Midas List.

Inside The Earliest Bets Of The AI Era

Meet the seed investors who backed AI, cybersecurity and frontier tech before the market caught on—and whose early conviction earned spots on the Midas Seed List.

Sarah Guo Bet Everything On AI Pre-ChatGPT. Now She’s One Of The World’s Top Investors

Before everyone was sold on AI, the Conviction founder went all-in on it, backing buzzy names like Harvey, Cognition and OpenEvidence long before they had multi-billion-dollar valuations.

Investing Superstar Yasmin Razavi Turned A $75 Million Check Into A $3 Billion AI Windfall

The Spark Capital partner bet early on Anthropic when most other VCs wouldn’t touch it. Now the hottest AI company on the planet has landed her on the Midas List of best investors for the first time.

Former Benchmark Investors Lazarte And Fredrickson Aim Big WIth $800 Million AI Fund

A former Benchmark partner and Coatue investor launched solo funds within the past year. Now they’re telling backers they want to team up on a new vehicle they’ll co-manage.

The Protein Industrial Complex Is Here. Fiber Wants In.

The age of the “Protein Industrial Complex” is upon is. But another conversation has begun gaining momentum — centered on fiber and the gut microbiome.

The CEO AI Confidence Gap Is Costing Enterprises Billions

CEOs are falling for AI demos while employees inherit the broken workflows. Box CEO Aaron Levie explains why executive distance from last-mile work is the real reason enterprise AI agents fail, and what investors should watch instead.

AI Automation Creates More Expert Work Not Less

AI doesn’t replace expert knowledge workers – it multiplies demand for them. The self-reinforcing cycle behind the paradox: AI trains on recorded human competence, making rare skills cheap and widely available. That floods the market with same-looking …

You don’t need to be an AI startup to raise. Lucra has $20M to prove it. 

Slapping “AI” on your startup’s pitch deck is basically table stakes right now. When a founder raised $20 million from Cathie Wood’s ARK Invest for an eSports gamification loyalty startup withou…

Benedict Evans Says AI Capex Is Eating The World And Investors Still Have No Map

Benedict Evans says AI’s biggest investors can’t explain where the money goes – and the data backs him up. Breaking down the 2025 “AI Eats the World” presentation: $400B in annual capex, no product moats, and a consumer engagement gap that should worry…