The Square

G Squared examines why cybersecurity has become foundational to enterprise AI adoption, as AI fuels both attacks and defense. We also highlight recent investment activity, secondary market insights, and a conversation with Replit Co-Founder & CEO Amjad Masad.

G Squared explores how cloud software is being reshaped by frontier AI, with value shifting toward platforms built for scale, security, and enterprise deployment. We also highlight recent investment activity, examine trends in today’s secondary market, and speak with micro1 Founder & CEO Ali Ansari.

G Squared reflects on $620M+ deployed in 2025 and looks ahead to 2026 as private markets shift from expansion to execution. AI moves into core workflows, secondary markets get noisier, and disciplined portfolio management comes into focus. Plus, a conversation with Mercor CEO Brendan Foody.

G Squared examines the growing scale – and enduring inefficiency – of secondary markets, where record volumes mask persistent structural frictions. Also inside: a conversation with Stord Co-Founder & CEO Sean Henry on unifying logistics, fulfillment, and commerce into a single service.

The fight for AI talent intensifies alongside the GPU race. G Squared breaks down unicorn momentum and its impact on secondary markets. Plus, Armis CEO shares his journey to scaling a $300M+ ARR cybersecurity leader.

G Squared explores both the dynamics of a well-capitalized AI sector as funding surges and the growing role of company-led tenders. Monzo CEO TS Anil talks about building a breakout digital bank and scaling customer trust globally.

OpenAI’s transition to a public benefit corporation reshapes its capital strategy. G Squared talks with Lambda’s CEO on redefining AI infrastructure. Why a structured liquidity program is now a start-up must-have.

AI apps are reshaping consumer behavior. G Squared explores key trends and hears from Dialpad’s CEO on building real-time, proprietary AI to power business communications.

G Squared reflects on $850M+ deployed in 2024 and offers bold predictions for 2025, from IPO slow-rolls to zombiecorn shakeouts. DPI is in, MOIC is out. The secondary wave is just getting started.

As AI infrastructure spending explodes, G Squared explores the surge in GPU demand. A candid conversation with Bolt’s CEO on urban mobility and scaling with capital efficiency.

G Squared shares insights on AI-driven secondaries, shifting unicorn valuations, and the long-game strategy behind investing in liquidity-constrained markets.

IPO momentum is building, but secondaries remain the liquidity workhorse. G Squared examines massive tender activity from Canva and Stripe, and chats with LinkSquares’ CEO on how AI is transforming legal ops.

OpenAI and Anthropic lead the AI race with unprecedented scale and strategy, while the secondary market surges to fill the IPO gap. GetYourGuide’s CEO shares the platform’s journey from pasta classes to global leadership.

G Squared highlights the rebound in cloud software, SaaS momentum, and the data-driven forces propelling AI investment. A conversation with Upgrade’s CEO on fintech resilience and capital efficiency.

A retrospective on 2023’s AI-driven market surge, a deep dive into Wiz’s approach to cloud security, and why secondaries are poised for a breakout in 2024 as companies hunt for liquidity.

As AI redefines labor productivity, G Squared unpacks its equity market impact. We sit down with N26’s founder to discuss innovation in digital banking. A breakdown of where secondaries are uncovering deep value.