Greetings from Ensemble VC's Summer 2025 Onsite!
We’re writing from a packed house here at Ensemble’s Summer 2025 onsite — our largest ever. Since the start of the year, we’ve added several incredible new team members, and it’s been a powerful reminder of just how far we’ve come.
At Ensemble, we like to believe we know a thing or two about what makes great teams tick — and that shows up in the caliber of work, collaboration, and drive across the org. Every new addition has been a reflection of both individual excellence and something bigger: a growing conviction in our mission, and in the idea that data-driven investing is already changing the game.
This week is about deepening that edge. We’re setting the course forthe months ahead, refining internal processes, and continuing to build the platform that makes everything possible. More soon — but for now, just wanted to say hello from Austin.
What We've Been Up To
After a full day of internal strategy and product planning on Monday, we kicked off Tuesday with a field trip to one of our conveniently located portfolio companies: ICON. We got an up-close look at the new Phoenix printer—their most advanced system yet—and then walked across the street to House of Phoenix, one of the earliest proof-point structures printed by Phoenix. The house stands 27 feet tall and stretches over 100 feet long, with sweeping conical walls that show off the printer’s ability to build with total geometric freedom.
From there, we made our way to a local favorite: LORO, the Asian smokehouse fusion and brainchild of Aaron Franklin (yes, that Aaron Franklin). It was the perfect way to show off Austin’s unique restaurant scene to the out-of-towners—great food, great company, and a well-earned break.
Naturally, no Ensemble onsite is complete without some friendly competition.
After another full day of cross-functional collaboration in the office, we wrapped up Wednesday with a few rounds of pickleball, though a devoted contingent broke off for a serious Bananagrams battle instead.
Looking back to our founding, we knew we were on the right track — but to see such an incredible team grow into its own over the years (we had to pull more chairs into the conference room!) is something else entirely.
These onsite weeks play a huge role in shaping our cadence, planning, and long-term execution. We’ll be sharing some of the insights as we debrief in the weeks ahead — but for now, we’re just soaking in the momentum. The energy here is real, and it’s only growing.
Collin West to headline AlphaCore Wealth Summit 2025 in La Jolla
We’re heading to La Jolla for the 2025 AlphaCore Wealth Advisory Summit!In one week, our team will be on the ground at the AlphaCore Wealth Summit, one of the industry’s most forward-looking gatherings for wealth managers, allocators, and innovators. This year’s theme — Back to the Future — sets the stage for a conversation about how artificial intelligence and emerging technologies are reshaping wealth creation and capital deployment. If you’ll be there, we’d love to connect in person.
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Ensemble is thrilled to announce our investment in Stablecore, the infrastructure platform enabling banks and credit unions to offer stablecoins, tokenized deposits, and other digital asset services.
Gopi's Manifesto
In this excerpt from Ensemble’s Mid-Year Investor Letter 2025, Gopi Sundaramurthy, Founder and Head of Data Science, outlines a new model for investment firms in the age of AI. As one of the preeminent data scientists in venture capital, Gopi’s perspective is informed by over a decade of building data models for investors.
Conrad Shang joins 'Venture with Grace' podcast to talk AI, Deep Tech, Healthcare, and the future of VC
In a recent interview with Grace Gong, Ensemble founding partner Conrad Shang explains how the firm’s AI-native infrastructure and software-first approach give it a competitive edge in winning deals and supporting founders. He highlights Ensemble’s long-term conviction in data-driven venture—built before it was fashionable—and how their proprietary tools like GTM 2.0 turn vague promises into tangible results. At its core, Ensemble believes that while data guides attention, it’s the people you surround yourself with who drive outcomes.
WATCH: Collin West talks next-gen VC on the VC10X podcast with Prashant Choubey
In his recent appearance on the VC10X Podcast, Ensemble founder Collin West laid out the art of data-driven venture and the future of the industry. As we've said many times before, there's a lot more to our approach than just collecting data. Over the last decade, Ensemble has been at the forefront of developing the processes integral to converting data insights into actionable, outbound strategies.
From Brains to Nervous Systems: The Agentic Revolution in AI Infrastructure
In the second installment of Lilly’s series on AI infrastructure, we explore why Agentic AI is more than a passing trend. As organizations move beyond basic LLMs, autonomous agents are emerging as the key to real-world impact—driving action, orchestration, and results. Learn how this shift is reshaping the AI stack from the ground up.
