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Why we invested in THEKER by Miguel Bagulho

July 2026 BLOG POST Why we invested in THEKER by Miguel Bagulho Physical AI's Growing Role in Industrial Automation For decades, industrial robotics has been defined by powerful but rigid machines. Traditional robots excel in repetitive, highly structured environments, but they are expensive to reconfigure and difficult to deploy in the dynamic, messy reality of modern industrial operations. Products change, packaging varies, workflows evolve, and edge cases quickly erode the economics of conventional automation. At the same time, manufacturers, logistics operators and retailers face structural labour shortages, rising labour costs and increasing pressure to improve productivity without adding operational complexity. Automation is no longer simply a cost-saving initiative—it has become a strategic necessity. Artificial intelligence is changing this equation. Advances in computer vision, foundation models, reinforcement learning and edge AI are enabling a new generation of robots capable of perceiving, reasoning and adapting to changing environments instead of executing pre-programmed...
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Why we invested in Tidal Cyber by Marcos Osório

November 2025 BLOG POST Why we invested in Tidal Cyber by Marcos Osório A Doctrine That Broke Down For almost two decades, cybersecurity has lived under a deceptively simple doctrine: if we find and patch every software weakness, we will be safe. This vulnerability-centric mindset shaped how budgets were allocated, how teams were structured, and how tools were bought. It also created strong companies and real value – just look at the rise of vulnerability and exposure-management vendors industry. Today, the limits of that doctrine are hard to ignore. The volume and speed of new vulnerabilities overwhelm even the best-resourced security teams. Boards and executives remain unconvinced that this activity translates into meaningful risk reduction. The math no longer works and everyone in the room knows it. From Fixing Bugs to Understanding Attackers In parallel, a different doctrine has been quietly taking over: threat-informed defense. At its core is a...
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Why we invested in Brij by Francisco Nunes

October 2025 BLOG POST Why we invested in Brij by Francisco Nunes The Changing Consumer Landscape Today’s consumers connect with brands everywhere – on social, in-store, online marketplaces, and even through digital experiences built into the products themselves. We seek to connect with the brands we love, redeem rewards, or register new purchases with ease. Brands on the other hand, especially the ones selling on third-party channels, need to find ways to get direct access to the end consumer and capture critical first-party data that’s been missing from retail and marketplace purchases for decades. Introducing Brij Meet Brij, an AI engine that powers smarter data acquisition, analysis, & activation, helping consumer brands redefine omnichannel enablement by unlocking and monetizing offline customer relationships and our newest investment. At Bright Pixel Capital, we back companies building critical infrastructure for the future of commerce. Brij is one such company - addressing what we...
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Why we invested in Duel by Miguel Bagulho

October 2025 BLOG POST Why we invested in Duel by Miguel Bagulho Social Media’s Growing Influence on Consumer Behavior Gone are the days of Facebook (now Meta) IPO, where everyone was absolutely astonished by the $ 100Bn valuation (note: current market cap is $ 1.9Tn). Over the years, we have witnessed the explosion of different social platforms, with billions of active users. This trend was accelerated in a post-Covid era, where social media’s role in the consumer purchase journey expanded on a global scale and particularly in young generations, to a point that we hear “TikTok is the new search”. It is now common for us to turn to social networks when we need inspiration before buying something new. For example, someone might browse Instagram to see trending outfits before updating their wardrobe, or check TikTok reviews of the latest skincare products to decide which one to try. Others scroll...
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