Brett Bivens
I work at July Fund as Head of Research.
Previously, I worked at Prima Materia, a European investment company that builds, grows, and owns companies for the long term, and TechNexus, a venture firm focused on industrial transformation.
Essays + AnalysisÂ
The Rise of Production Capital (2025)
Signal Hunters (2025)
The Urgent Buyer Imperative (2025)
Designing for Industrial Scale (2024)
Towards Productive Capital (2023)
The Business Equation (2020)
The Merits of Bottoms Up Investing (2020)
Spotify: The Ambient Media Company (2019)
Category Research
July Fund Research focuses on categories where emerging technology, economic models, macro trends, and talent movement lead to outsized value creation and capture opportunities. A few selections:
Benchmarking the Physical World
"Plumbers" of Reindustrialization
Mapping the Nuclear Energy Supply Chain
European Defense
Supply Chain "Virtual Integration"
The Robotics Smiling Curve
European Public Safety Primes
Mapping the Nuclear Energy Supply Chain