Earlier this month, our Managing Partner @stevebrotman joined a panel at @IpemMarket Global in Paris to discuss the evolving role of institutional investors in venture capital. Thanks to Thomas Schneider (@isomercapital) for moderating, and to Kasper Wichmann (Balentic), Frank Dornseifer (BAI) and Philippe Tibi (FRR) for sharing the stage. And thank you to @IpemMarket for a great event.

Thank you to the @GVteam (Google Ventures) for hosting our Partner2Partner Breakfast Series in their Meatpacking office. Beautiful space, beautiful morning, and a great group of investors connecting across firms and stages. Post-summer NYC is in full swing, more to come this fall!

We’re excited to be at #IPEM Paris next week! Let us know if you’re attending, and we’ll see you there. Our French may be questionable, but our networking skills are not.

AlphaMarket 2026 invitations are going out now. On October 21 in New York City, we're hosting our sixth annual invitation-only summit for growth and crossover investors, allocators, and early-stage VCs. A half day of keynotes, panels, company presentations, and curated 1:1 networking. Every year the room fills before the agenda is even public. If you want a direct read on where growth-stage capital is going, this is the room. Request your invitation: alphamarket.com

The August Alpha Insider is out, and we’ve had a busy end of summer. • @geckorobotics + @GeneralistAI named among 2026’s most promising robotics startups • @Kalshi expands its reach on Wall Street • @stevebrotman on vibe coding + the AI “bubble” debate • BlackRock’s Christopher Daniels joins the AlphaMarket 2026 lineup • A new Driving Alpha podcast Plus, where you can find the Alpha team this fall. Read the August Alpha Insider ↓ alphapartners.com/newsletter…

What should founders do when the market no longer values their business the way it once did? @WSJVC featured @stevebrotman’s take on when to stay the course, when to reset, and when it’s time to make a bigger move. Read more: venturecapital.cmail19.com/t…

We're less than 3 months out from #AlphaMarket 2026. October 21 in New York City. Now in its sixth year, AlphaMarket brings together hundreds of growth and crossover investors for a half day of market insights and curated networking. New speakers announced every week. Apply to attend here: alphamarket.com

Every generalist fund suddenly has a robotics thesis. @NYCounihan doesn’t mind. In this clip, Julian explains why most new entrants to physical AI are reacting to uncertainty about what AI will replace in software, and why more capital and more “dumb questions” from generalists still make the category stronger. 📷 Watch the full episode here: alphapartners.com/podcast/ju…

The July edition of The Alpha Insider is now live. This month's highlights: • @Apptronik's 90,000 sq. ft. humanoid robotics data factory and the upcoming Apollo 3 • @limebike's IPO and why its CEO says the timing was right • @Saronic's expanding role in defense technology • @Kalshi pushes beyond prediction markets • @stevebrotman latest @crunchbasenews column on the future of corporate venture capital • A special Driving Alpha episode with @OncoVentures Applications are now open for AlphaMarket 2026, our annual Growth Investor Summit in New York City this October. Read the full newsletter: alphapartners.com/newsletter…

Family offices now account for roughly 31% of startup funding activity worldwide, and 70% wrote at least one direct check in the past year. A growing number have decided they no longer need a venture fund to get their AI exposure. In a @CrainCurrency feature published today, our Managing Partner @stevebrotman names the catch: the best AI rounds are oversubscribed before most investors hear about them, and allocation runs through pro rata rights and relationships built over decades. If a hot AI deal finds you cold, start by asking who else passed. Read the full article: craincurrency.com/investing/….

Vibe coding consumes about half of all LLM tokens. That means roughly half of the AI revenue created so far comes from developers using models to write software. In this week’s @WSJ Pro Venture Capital newsletter, our Managing Partner @stevebrotman sizes what comes next: a $5 trillion to $10 trillion addressable market over the next 20 years, on par with the entire transportation or finance sector. Read the full article: venturecapital.cmail19.com/t…

Most VCs meet exceptional founders when they're already raising capital. @contrary is focused on meeting them years before that. On this episode of Driving Alpha, Contrary General Partner @kwharrison13 joins host Sam Silvershein to discuss how a people-first sourcing strategy helped the firm identify companies like Ramp, Anduril, and Base Power long before they became household names in venture. 🎧 Listen here: alphapartners.com/podcast/ky…