Insights
Most medtech AI conversations focus on diagnostics and imaging. This piece examines a quieter shift — how AI is changing what happens after the sale, why the installed base is a more defensible data asset than any algorithm, and what that means for operators and investors evaluating companies at this intersection.
Read Article →The debate around agentic AI has quietly shifted — the question is no longer whether autonomous agents become the dominant way software gets built and work gets done. Drawing on conversations from UC Berkeley RDI's Agentic AI Summit, this piece examines four themes defining the next decade: why infrastructure is being rebuilt from the silicon up, why governance is the real bottleneck (not capability), how enterprises are bracing for a restructured org chart, and where the open vs. closed model debate is actually heading.
Read Article →It is a question that comes up almost every time, somewhere around the twelve-to-eighteen month mark of a fund's life: why hasn't more of the capital been deployed by now? This piece examines why deployment speed in a technology-focused fund is not a proxy for conviction or urgency — covering enterprise sales cycles, follow-on discipline, vintage year risk, and why pacing capital deliberately is portfolio construction, not a delay.
Read Article →Companies handed AI the car keys. Ford, IBM, Klarna — quarter after quarter, they're calling the old driver back. This piece examines why the organizations moving fastest on AI displacement are now paying the highest price to reverse it — and what a governance case for human-AI partnership actually looks like from inside the venture capital seat.
Read Article →Venture capital has a branding problem — it sounds like a fast track to outsized wealth from the outside, and looks quite different from the inside. A clear-eyed accounting of what this asset class actually is: how capital is structured and called, why outcomes follow a power law, what kind of investor it genuinely suits, and what separates a disciplined manager from one who is simply well-pitched.
Read Article →Every serious allocator walking into 2026 knows the same things — $11 trillion in global debt maturing, AI reshaping infrastructure demand, private credit filling the gap left by retreating banks. Knowing is not the hard part. The hard part is moving from awareness to allocation with genuine conviction. This piece examines the four structural plays driving institutional capital in 2026: private credit, digital infrastructure, private equity carve-outs, and selective real estate — and the geography question that serious allocators can no longer ignore.
Read on LinkedIn ↗At Chakra, diligence isn't a checklist we run after we decide we like a company — it's the process through which we decide. This piece looks at how the fund evaluates teams and structure, why experience on the other side of these decisions changes the questions we ask, and what responsible early-stage investing actually looks like.
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