Latest in: Advanced Computing Hardware
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The Five Layers of AI: Where are the Next Opportunities?

Since 2021, we at Two Small Fish Ventures have been investing in deep technology startups across the AI tech stack, including semiconductor technology. Then, in mid 2025, we shared the evolution of our investment thesis on the five …
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July 29, 2026
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Portfolio Highlight: Zinite. Speed and Energy, Two Birds, One Stone

For most of semiconductor history, progress was a simple loop. Shrink transistors. Fit more into the same area. Get faster compute as a byproduct. That loop had a name. Moore’s Law. It traces back …
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February 2, 2026
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Portfolio Highlight: ABR’s Funding Round

Edge AI has been a key pillar of our Advanced Computing Hardware investments and a core part of our thesis for a long time. It is the same arc I wrote about in The …
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January 13, 2026
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The Factory Analogy: Explaining the Next Frontier of Semiconductor Opportunities

The machinery on the assembly line is world-class. On paper, it can produce an enormous volume of goods per hour. And it does. Yet, the business still misses its targets. Why? Because outcomes are …
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January 7, 2026
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The Next Data Centre: Your Phone

The history of computing has been a constant shift of the centre of gravity. When mainframe computers were invented in the middle of the last century, they were housed in air-conditioned, room-sized metal boxes …
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June 10, 2024
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MetroCentre - King Tower
225 King Street West, Toronto

Espace CDPQ
3 Place Ville Marie, Montreal

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Manhattan, New York

© Two Small Fish Ventures. 2026

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MetroCentre - King Tower
225 King Street West, Toronto

Espace CDPQ
3 Place Ville Marie, Montreal

120 East 23rd Street - 4th Floor
Manhattan, New York

© Two Small Fish Ventures. 2026

tsfv-wordmark