Boris Wertz

Five timeless guiding principles by JRD Tata (one of India's leading industrialists)

Probably the most insightful interview with Elon Musk to date https://lnkd.in/gq6PM_Av

Good morning, Bengaluru - excited to be back for a few days! 🇮🇳

First trip to India in 2023. 3 years later: - 7 Version One Ventures portfolio companies (mostly "India for India" + deep tech) - 5 angel investments - Backed 8 emerging GP's The India opportuni...

Tobi has very unique views on how to build companies & products - go listen to this awesome interview by David Senra, so many great insights for founders! https://lnkd.in/gyTG_gcr

LLM's vs marketplaces "Difficulty of supply aggregation and degree of management predict whether LLMs need a marketplace at all. The most dangerous quadrant below is the bottom left. Marketplaces...

Starting the new year w/ the Q4 review for the Version One Ventures portfolio: 💰 new investments: Arctus Aerospace + Loon 👏 accolades + milestones: ether.fi, Jobber, Neo Financial, Moment Energy,...

9 new investments + $25m returned to LP's + 2 new funds 💪 Here’s a quick recap of what made 2025 so exciting for Version One Ventures 👇 https://lnkd.in/gVxX-bD9

Two key AI trends to watch in 2026 (h/t Matt Turck)

Excellent "AI eats the world" deck by Benedict Evans https://lnkd.in/gF5d8Apq

Good insights into Clay's unique GTM (h/t Ed Sim)

Quick notes after 3 days in 🇮🇱: • Tel Aviv is world-class: beachfront, energy, restaurant scene • Israelis are unbelievably warm + welcoming • You feel the national sense of purpose everywhere ...

quick take-aways from the Vintage Investment Partners VC summit: - AI is currently very much a "centralizing technology wave" - talent + VC money is concentrating in a few companies in SF - "Winn...

Good morning from Tel Aviv! Excited for my first ever visit to 🇮🇱 + attending/speaking at the annual LP/CEO/VC summit of our friends from Vintage Investment Partners.

Robotics has been a big focus for Version One Ventures this year - our thesis for this category is centred around 3 pillars 🤖: - Vertical integration wins the day (software + hardware) - While t...

A wild year for Version One Ventures is slowly coming to an end: - 9 new investments (most ever in one year!) across 6 different categories (robotics, drones, India, crypto, bio, consumer hardware...

Very excited to announce our investment in Arctus Aerospace! Arctus is building something rare: a fundamentally new category of high-altitude, long-endurance autonomous aircraft for real-time Eart...

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Excited to announce our investment in Loon - building Canada’s first regulated digital dollar (CADC) Loon is creating trusted, transparent payment infrastructure for Canada’s digital economy - a ...

Monthly stablecoin transaction volume now at $1.25 trillion (!) in September 2025 - crypto is rapidly powering non-speculative use cases