Venture Portfolio

There is a race for US battery component suppliers to build capacity to meet the growing needs of automakers in the move to electrification. Redwood Materials is emerging as the most promising company in battery tech for three reasons: First, it's the only company building a closed-loop battery materials supply chain in the US. Second, it has the capital to build that vision with a balance sheet that recently added $1B. Third, Redwood's leadership team includes some of the brightest minds in battery tech.

The Battleground in Our Backyard Software has eaten the world. In the years since Marc Andreessen made his famous prediction about software, the world has been consumed. Just as the consumption of the world by software had massive implications, so…

Masterworks, a Loup portfolio company, recently raised $110M at a valuation north of $1B. Gene is joined by Masterworks CEO and founder, Scott Lynn, to discuss what becoming a unicorn means for the business of making investing in blue chip art…

Gene is joined by Dr. Ramses Alcaide, founder of Neurable, to discuss brain-computer interfaces, including the company’s new smart headphones.

Regional air cargo transportation networks are under pressure from the growing demand for ecommerce delivery. A labor shortage among pilots compounds the challenge facing operators. According to a new report from OliverWyman, 83% of regional cargo operators can’t recruit enough talent. Moreover,…

Add higher education to the list of sectors undergoing a pandemic stress test, highlighting its strengths and weaknesses. Every year, about 3.2m students graduate from high school. The percentage that enrolls in college has hovered between 65% and 70% for…

Gene is joined by Masterworks founder, Scott Lynn, to discuss how investing in blue chip art is becoming more accessible.

Masterworks is creating a new asset class for retail and institutional investors by offering fractional shares of artwork from “blue-chip” artists such as Monet, Warhol, Banksy, and others. Historically, this asset class has only been available to ultra-wealthy individuals with…

There’s easy D2C telemedicine and there’s hard D2C telemedicine. The first D2C telemedicine boom, v1, logically focused on the easy categories: hair loss, birth control, erectile dysfunction, skin care. All of these categories require minimal doctor expertise or interaction with…

Automation is poised to be the defining theme of the 2020s. The time is now because of the confluence of advancements in deep learning, information collection via powerful sensors, and hardware able to calculate real-time judgments on that information to…

Health is an important theme at Loup Ventures — it’s the cornerstone for quality of life. We all approach health differently, but we face the same problem of measuring what we do. How our bodies react to exercise and diet…

It’s well known that the home services segment has been slow to benefit from any kind of technological transformation. We’ve been watching the opportunity for the past decade and found two sticking points: Most home repair services are performed by…