Latest in: AI
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ASSET 3.0: From Data Network Effects to Intelligence Network Effects

I have been thinking about network effects for more than a decade. Recently, I found myself thinking about them again, but this time the question feels quite different: What happens when a network's participants are a …
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August 31, 2026
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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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Announcing Our Investment in Qubic: The Amplifier Behind the Quantum Era

Any electrical engineer can tell you why operational amplifiers matter. They are the components responsible for taking weak, noisy signals and turning them into usable information. Nearly every sensor, communication system, and computing device …
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June 23, 2026
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Announcing Our Investment in Glif: Claude Code for AI Creatives

Every major computing wave follows a familiar pattern. First come new primitives. Then come tools built around those primitives. The more important shift happens later, when products emerge that make the underlying complexity usable …
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April 23, 2026
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Announcing Our Investment in Tiptree Systems: Extending the AI Research Commons

At Two Small Fish Ventures, we invest in the next frontier of computing and its applications. We are especially drawn to companies that emerge when a foundational shift in technology changes not just what …
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April 23, 2026
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Uniquely World Class

I have written before about what we look for in new investments: thesis fit, our five focus areas, 100x return potential, and why founders should focus on building a great company rather than optimizing …
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March 23, 2026
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You Don’t Need a Nobel Prize Winner to Take a Burrito Order

Recently, I was scrolling through TikTok when I saw a post about a Chipotle customer who pranked their ordering bot with a programming question. The bot answered it. It was such a LOL moment …
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March 20, 2026
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Portfolio Highlight: ByteShape

ByteShape was quietly launched just before the year end. A couple of weeks ago, we announced Two Small Fish’s investment in the company. Since its launch late last year, and with minimal fanfare on …
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March 19, 2026
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Announcing Our Investment in YScope: Make Logging Faster, Smarter, and More Efficient

Any software engineer who has built scalable systems, myself included, knows the special kind of hair-pulling pain that comes with logs. Logs are supposed to tell you what happened. In practice, they often bury …
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March 18, 2026
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Portfolio Highlight: Gensee Crate — The Best Way to Try and Use OpenClaw, and It’s Completely Free

OpenClaw has taken the world by storm, but for many users, the practical issues are clear: it is difficult to install, it can create a real security risk if not used properly, and it …
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March 12, 2026
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© 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