Julio Romo Julio Romo

Why Sovereign Wealth Funds Are Becoming GPs

Sovereign wealth funds are quietly building their own asset-management platforms. They are becoming the GPs they used to fund, not just the LPs behind them. What is the impact of this move?

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Julio Romo Julio Romo

How Deepseek’s Open-Source AI is Changing the Industry

The rise of open-source LLMs like Deepseek’s R1 is disrupting the AI landscape, challenging proprietary models from OpenAI, Google, and Microsoft. As businesses and investors weigh the benefits of open-source AI—lower costs, greater customisation, and reduced vendor lock-in—governments are grappling with regulatory concerns, data sovereignty, and national security risks. In this blog I look at the strategic implications of this shift, outlining the risks, opportunities, and how companies, investors, and policymakers can navigate the rapidly evolving AI market.

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