Archive - Life and Times of S.DeGroot (Vol 1)

ETH's L2 Growth Story

As a quick refresher, let’s touch on what Ethereum Layer 2s (L2s) are and why they’re necessary on ETH. Simply put, a L2 is an umbrella term to describe…

Mar 1 •

June 2023

The ExcepGen Investment Thesis

mRNA technology uses a copy of a molecule called messenger RNA to produce a directed immune response. The technology delivers molecules of…

Jun 29, 2023 •

May 2023

The BerriAI Investment Thesis

A large language model (LLM) is a type of artificial intelligence model that can perform a variety of natural language processing (NLP) tasks, including…

May 23, 2023 •

January 2023

Crypto Predictions for 2023

2022 was a challenging year for crypto. Gravity Fund managed to navigate the year relatively unscathed, and as of the writing of this post, we’re…

Jan 24, 2023 •

November 2022

The Abalone Bio Investment Thesis

The Abalone Bio team, led by Richard Yu, is harnessing evolution to find activating antibodies, a new drug class that binds with targets, then activates…

Nov 21, 2022

August 2022

Investing in the Biotech Platforms of the Future

What are platform biotech companies, and how do their business models differ from traditional biotech companies? What are some of the critical strategic…

Aug 18, 2022 •

May 2022

The MetaGravity Investment Thesis

1 Quintillion DNOs (Dynamic Networked Objects) consisting of billions of humans, trillions of AI beings, and quadrillions of digital assets. That’s the…

May 12, 2022 •

November 2021

The Atom Bioworks Investment Thesis

Our core biotech investment thesis at Gravity Fund is that humanity’s ability to engineer biology will fundamentally transform how we diagnose, treat…

Nov 23, 2021 •

October 2021

NFTs as foundational Metaverse infrastructure

However bullish you are on NFTs, you are wrong. You are insufficiently bullish. The NFT industry has exploded in popularity this year. There was more…

Oct 5, 2021 •

July 2021

The Metaverse is having a moment

The biggest ideas in tech often find their way, via science fiction, into the lexicon before they manifest in reality. This was the case with the…

Jul 28, 2021 •

June 2021

The Next Computing Epoch

New technologies can create whole new industries. New technologies can, and often do, successfully disrupt and eventually overwhelm prominent firms…

Jun 10, 2021 •

April 2021

Introducing Gravity Fund

I’m thrilled to announce the launch of Gravity Fund, a thesis driven early-stage Venture Capital firm, alongside my Co-Founder and Managing Partner…

Apr 27, 2021 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts