Galileo Research

Investment research and analysis

March 2, 2026
Founders Fund — Anatomy of Outsized Returns & Lessons for the AI Age
Deep dive into FF's fund-by-fund performance (26.5x, 15.2x, 15.0x TVPI), structural innovations, key deals, and a seed-stage AI investment framework derived from their playbook.
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
Sector vulnerability ranking, accelerator batch analysis, and gap identification for AI disruption of physical-world industries. Includes 2x2 matrix of disruption potential 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.