Bubble, or Super-Cycle? What the AI Boom Means for Founders Right Now
Are we in a venture bubble, or at the beginning of the biggest technology investment cycle of our lifetimes?
Category Agentic AI
The Rise of the Personal AI Agent
Recently, a few founders in our portfolio have unlocked what can only be described as operational superpowers. In a call with one founder, I recommended he reach out to a certain company about a partnership. His response “I’ll give it…
AI Venture Market 2026: Why AI Is No Longer Just a Category
Global AI funding hit $225.8 billion in 2025. This breakdown explains how AI became the center of venture investing, from infrastructure to agentic software.
2026 AI Predictions: The Year of the “Agent Employee”
I read a bunch of VC AI predictions for 2026 so you don’t have to. This includes predictions by Sequoia, Insight, Bessemer, Greylock, A16Z, Radical Ventures, Theory Ventures, Sapphire Ventures and many others. It’s been 3 years (in November) since…
The AI Bubble is Real (And So is the Opportunity)
“When people get very excited, as they are today about AI for example, **every experiment gets funded, every company gets funded — the good ideas and the bad ideas — and investors have a hard time, in the middle of…
Which Barriers Still Block Agentic AI Adoption?
Agentic AI represents the next frontier in automated intelligence. Unlike traditional RPA (robotic process automation) or traditional GenAI, designed to answer a single prompt, Agentic AI can perform complex, multi-step tasks and automate entire workflows, making decisions across different systems.…
AI Agents will change how we build websites and apps
Bots already account for nearly half of global web traffic. With the rise of large language model (LLM) agents, that number could reach 90% or more in the near future. But as the Economist puts it, the rise of the…
The AI Services Revolution: Why VCs Are Betting Big on Agentic AI
Remember when AI was just about chatbots and image generation? Those days are behind us. We’re entering the era of agentic AI – where AI systems don’t just respond, they take initiative. And for the services industry, this is a…
AI Agents: The Evolution of RPA
AI agents are driving the next wave of automation by offering more adaptive, multi-step decision-making capabilities compared to traditional bots and rule-based automation systems.