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

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.

QED co-founder Frank Rotman will transition to a Partner Emeritus role at the end of the year to focus on founding his own startups.

Global trade has always been a delicate balancing act, but today’s environment feels more like a high-stakes chess match - if the chessboard sometimes caught on fire and the rules changed mid-game because someone flipped it over and threw some pieces out of the window. Supply chain disruptions are no longer the exception but the rule. Tariff structures shift unpredictably, geopolitical tensions reshape sourcing strategies and currency fluctuations ensure no CFO sleeps soundly.