Generational Partners reposted this
Honored to be featured in the Venture Capital Journal’s latest piece on the opportunity in industrial markets. David Bogoslaw captured the essence of what we’re building at Generational Partners — a venture firm designed for an era where industrial strength, energy security, and technological self-sufficiency are no longer luxuries, but imperatives. While venture capital has never been more abundant, the differentiator in critical industries like manufacturing, energy, and defense is not capital, but the ability to provide deep customer connectivity, helping founders bridge the gap between breakthrough technology and real-world adoption. Too often, startups spend tens of millions building a product only to realize they have yet to define the right problem to solve, a challenge that is magnified in markets where customer feedback cycles are dictated by procurement contracts, regulatory approvals, and infrastructure deployment rather than rapid iteration. Unlike traditional software, where product-market fit can be refined in real time, success in these industries depends on a founder’s ability to navigate supply chains, work within complex policy environments, and establish trust with the customers that matter most. We’re fortunate to be working with founders who are doing exactly that like Kevin Kong at Everstar who is using AI to help nuclear operators streamline regulatory complexity, creating efficiencies in an industry where regulatory friction is often the limiting factor to growth. Joshua R. and the team at Thread are enabling the world’s largest utility companies to maintain real-time visibility into their infrastructure, ensuring more reliable operations and a power grid built for the demands of the future. These companies are not just deploying technology; they are embedding themselves into the fabric of critical industries, accelerating the modernization of systems that underpin the economy. For the past decade, venture capital has optimized for software-driven growth at all costs, but the next decade will be defined by something different — rebuilding the industries that drive economic and national security — which is exactly why we are building a different kind of venture firm, one where customer access is not an afterthought but the foundation of how we invest & the value we provide. Grateful for the founders proving that industrial markets are not relics of the past, but the foundation of the future. https://lnkd.in/gWUGMHvY cc. Denver Yu, Van Espahbodi