Index backs Anthropic on portfolio adoption and talent density
Index invested after seeing rapid portfolio-wide adoption of Claude Code by seed founders, early enterprise traction, and exceptional talent retention with an 8:1 researcher inflo…
Scale AI called only major AI exit, Index second largest shareholder
Scale AI represents the sole significant AI outcome to date, and Index's position as second-largest shareholder validates their early conviction in the data infrastructure layer.
Index highlights Fireblocks as standout infrastructure investment
Fireblocks is identified as one of the most interesting infrastructure players in Index's portfolio, reflecting conviction in institutional crypto infrastructure.
Mignot sees value in adding to Revolut at near $100B valuation
Despite Revolut's massive private valuation, Mignot believes there's still upside to add to their position given the company's platform scale potential and Nick's generational fou…