Global Pacific VenturesGlobal Pacific Ventures research
Investment perspectives.
Research that informs how we identify structural shifts, test assumptions, and form conviction in technology markets before consensus is established.
Ideas for long-term partners who value rigorous, independent thinking.
Featured perspective
How we think
See the Future Without Pretending to Know It
A framework for recognizing structural change without relying on false precision.
Read perspectiveHow we think
A continuing set of research notes from Global Pacific Ventures.
How we underwrite risk
A continuing set of research notes from Global Pacific Ventures.
How we underwrite risk
Conviction Is Not Blind Optimism
A clear view of uncertainty is part of forming a differentiated investment view.
Read perspectiveHow we underwrite risk
The Cost of Waiting for Certainty
Why uncertainty, stigma, and an imperfect early market should not be mistaken for evidence that an opportunity is unsound.
Read perspectiveMajor technology shifts
A continuing set of research notes from Global Pacific Ventures.
Major technology shifts
We Can Clip Coupons, or We Can Participate in Change
Why the most important investment questions often sit beyond the predictable cash flow of the present.
Read perspectiveMajor technology shifts
AI Is Removing the Bottleneck Between Ideas and Machines
Generative AI is changing the economics of building, testing, and operating technology companies.
Read perspectiveMajor technology shifts
Space May Be the Next Great Industrial Frontier
Lower launch costs and more capable infrastructure are expanding the economic case for space.
Read perspectiveCompany perspective
A closer look at market-building infrastructure.
Global Pacific Ventures