Galileo Research

Investment research and analysis

March 9, 2026
Finding the 1000x: A Framework for Identifying Outlier Venture Outcomes
The math is brutal, the base rates are terrifying, and most of the best investments looked insane at entry. A six-filter framework for finding 1000x outcomes at seed stage.
March 2, 2026
Founders Fund: Anatomy of Outsized Returns & Lessons for the AI Age
How contrarian conviction, extreme concentration, and "definite optimism" produced the best venture returns of a generation — and what a seed-stage AI fund can learn from it.
February 27, 2026
AI Disruption of Legacy Industries: Where Founders Should Be Building
$258.7B of AI venture capital is chasing disruption — but it's concentrated in the wrong places. Gap analysis of 12 industries by AI vulnerability vs. founder activity.
February 25, 2026
The Agent Security Gap: Vulnerabilities and Investment Opportunities
Analysis of autonomous AI agent security vulnerabilities based on "Agents of Chaos" research. Maps the emerging agent security market and seed-stage investment opportunities.