|
The Moment We've Been Building For By Sydney Thomas, General Partner, Symphonic Capital I wanted to share with you all an excerpt from a private note we sent to our LP community almost two years ago. These are the people who bet on us earliest — who trusted our vision before we had the track record to back it up — and this was one of those rare moments where we let our guard down and wrote from the gut. No investor update formatting, no metrics. Just what we actually believed about why we...
Hi Reader,Shruti wrote a new piece about the Space X IPO. We'd love your shares, thoughts, and feedback. Best, Sydney + Shruti Everyone Is Reading the SpaceX S-1. Here's What They're Missing. By Shruti Shah, General Partner, Symphonic Capital I grew up in Memphis. The neighborhoods near the COLOSSUS data center, the massive AI computing facility that SpaceX built there and named in its filing to go public, are neighborhoods I know. The people whose electricity bills went up when that facility...
Hi Reader, We wrote a piece on our observations about the market. We hope you enjoy reading and are always eager to hear your thoughts! Best, Sydney + Shruti The AI IPO Paradox: Why the Biggest Liquidity Event in History Might Not Be What Anyone Expects By Shruti Shah, General Partner, Symphonic Capital Every investor I've spoken with over the last few months has said some version of the same thing: "We're waiting for the IPOs." They mean SpaceX. OpenAI. Anthropic. Three companies heading...