Closing Bell · AI Trade Faces a Reality Check 10/14/26
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made AI implementation the single biggest investment across its 200+ portfolio companies to enhance revenue and cut costs
“I would do volatility targeting at the portfolio level… if I would expect that the volatility going forward would be elevated, then I would cut the risk across the board at a portfolio level.”
“We are also investing in innovative technology too, like a $4.3 million investment in SmokeBench, enhancing our camera-based bushfire detection technologies.”
“We help companies find that core story and then implement it across the company… through interviews and brand audits and workshops…”
“We had a company in our portfolio zero to 18 months, a hundred million revenue, Lagora.”
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