The operator's playbook: Opinions and thoughts from the QED collective

QED's May newsletter covers market conditions, highlight moments from our annual Limited Partner Meeting and insights from our IPO Readiness Workshop.

Felix stands at the intersection of several transformative trends: the rise of conversational commerce, the growing relevance of stablecoin rails in global finance and the digitization of financial services for the underserved Latino population in the U.S.

Alex Taub discusses why QED invested in Hydrolix, a company that allows companies to ingest, store and query log data at massive scale — keeping the data hot and accessible for extended periods while maintaining cost efficiency.