investment update

“Learn how to see. Realize that everything connects to everything else.”

— Leonardo Da Vinci
Inspired by Leonardo da Vinci’s insatiable curiosity and boundary-defying vision-we question everything, dissecting technological leaps, strategic mergers, and subtle market currents through a first-principles lens.

Introduction

This series provides focused analysis on specific investment themes within our portfolio. Inspired by Leonardo da Vinci’s insight, “Learn how to see. Realize that everything connects to everything else,” we connect scientific and technological breakthroughs to their market impact, showing how they redefine industries and unlock durable sources of value.
These updates aim to highlight actionable opportunities and how they fit within our broader investment framework. Drawing from da Vinci’s interconnected vision, FGEN Investment Updates embraces: Mapping technological convergences, visualizing market impacts, and fostering resilient investment strategies to harness transformative growth.

Investment Update Articles

The Information Edge: xAI’s X Factor
Illustration of XAi datacenter corridor where AI is trained on X's dataset
The Information Edge: xAI’s X Factor
xAI’s acquisition of X secures a dynamic, real-time dataset, creating unmatched competitive advantages in AI development, vertical integration, and transformative investment opportunities.
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DeepSeek's AI Breakthrough
A whale depicted with a neural network swimming in the deep digital ocean
DeepSeek's AI Breakthrough
Explores how DeepSeek’s V3 and R1 models showcase Chinese ingenuity, reshaping AI efficiency while challenging U.S. restrictions, global semiconductor dominance, leading tech players and energy markets.
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