Analysis, forecasting, and thoughts on all things venture
Supply chain chaos in recent years put a spotlight on everything from port backups to last-mile delays, spurring a wave of startup activity (and significant funding) across the board. Some segments are packed with well-capitalized players, but others still have…
Often, it’s beneficial for founders to ignore the discourse, keep their heads down, and focus on building. With the bubble discourse, that appears to be true. Despite macroeconomic volatility and persistent questioning of whether the money is real, startups doing…
AI breakthroughs are always coupled with a data source. Imagenet was a precursor to Google photos and self-driving cars. ChatGPT came about because humanity took to the internet and accumulated 175 zettabytes of information. So if you’re building the next…
Scale is excited to lead GC AI’s $60M Series B! Legal AI was one of the first categories LLMs unlocked—a text-heavy, large market ripe for disruption with AI. To date, hundreds of millions of dollars have been poured into building…
AI tools are leaving SMBs behind. Motion is fixing that. How enterprises implement and use AI today is unattainable for SMBs. AI tools have a high barrier to entry, with complex initial setups and integrations, as well as a high…
For builders and investors of AI app companies, there are two frequently posed and equally defeating questions that the industry cannot seem to shake: Won’t the model providers build this? And, is this a ChatGPT wrapper? Two and a half…
To date, much of the chatter about AI in GTM has focused on changes to how we sell: how we can now use AI SDRs, AI autodialers, AI content generation platforms, etc. And while these discussions are critical to keeping…
Venture firms love to talk about what they’ve built. New dashboards, sourcing models, founder portals. Ask any LP and they’ll tell you about the sea of sameness coming out of any VC annual meeting. But when I look at the…
Over the past year, agentic AI has been loosely defined to mean anything from RAG to function calling and computer use. But what is an agent exactly? We now have an answer: agent = LLM + MCP. Primer For LLMs,…
As it turns out, asset management is a really good business. There are tens of trillions of dollars in assets being managed in the US across hedge funds, alternatives, mutual funds, and traditional financial advisors. With management fees generally ranging…
