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XYZ's founder built a fund on Palantir's talent network

Ross Fubini of XYZ Venture Capital argues that execution is not enough without talent networks and market waves, even as AI makes software cheaper and defensibility harder.

Published 25 Oct 2026Free

Ulysses sells underwater drones at $50,000 against the Navy's $5 million

Will O'Brien, cofounder of Ulysses, covers vertical integration for mass-produced ocean robots, the economics of replacing crewed ships, and why undersea cables need permanent autonomous patrols.

Published 22 Oct 2026Free