Investment Insights and Trends

The landscape of artificial intelligence is changing. For years, the industry has been captivated by Large Language Models (LLMs) — behemoth AI systems with massive datasets and billions of parameters. But there’s a seismic shift underway: Small Language Models (SLMs) are emerging as a smarter, more efficient alternative for businesses, and savvy investors are taking notice.

“The best venture investors can see things before they are consensus. They can imagine how the world will be different in 5-10 years.”

The new space race, driven by both government and private sector investments, is reshaping industries from telecommunications to national defense, with space projected to exceed $1 trillion by 2040. Key areas of focus include satellite constellations, GPS superiority, and lunar exploration, which have strategic and commercial implications, particularly in defense and technological innovation. As private companies like SpaceX, HawkEye 360, and Varda Space push the boundaries of space technology, investors see vast potential for growth in a rapidly expanding space economy.

The world is moving beyond touch. The human-computer interface, once dominated by keyboards, mice, and touchscreens, is now entering a new era. Voice recognition, eye-tracking, and gesture-controlled devices are redefining how we interact with technology. This shift, often referred to as the “Beyond Touch” movement, signals a transformation in how we live, work, and engage with the digital world. By understanding these advancements, you can appreciate the profound impact they will have on industries and everyday life.

The tide is turning in sports, and a new champion is stepping into the spotlight: women’s sports. Once considered a niche, women’s sports are now commanding mainstream attention, and the numbers tell a compelling story. With viewership, sponsorships, and revenue skyrocketing, this sector presents an opportunity for equity and a chance to capitalize on a thriving, yet still underappreciated market well positioned for exponential growth.

Rising healthcare costs and an aging population have highlighted the inefficiencies of traditional, reactive healthcare systems, prompting a shift toward Dr. Peter Attia’s “Medicine 3.0,” which focuses on proactive, personalized, and technology-driven care. This new model emphasizes early detection and prevention, creating investment opportunities in innovations like AI, genomics, and wearables to improve patient outcomes.

Fei-Fei Li and Mira Murati are shining examples of successful female founders in AI, but their stories highlight a larger issue: female entrepreneurs remain underfunded despite their potential to transform industries like AI, energy, and healthcare. With women gaining financial influence through the Great Wealth Transfer, there is a special opportunity to invest in female-led startups that could drive innovation and deliver significant returns.