The Bar Has Moved: Venture’s New Software Dichotomy
AI coding tools are making software faster and cheaper to build. That does not make software startups easier to fund.
Category AI Agents
AI Agents Are Coming for Workflows
Agents are moving from demos into SMBs and enterprises, but many of the startups building them may be more vulnerable than they look.
Why the “SaaSpocalypse” Is More Hype Than Obituary
I’ll be honest: I’ve been deep in the weeds with the new coding tools lately. Claude Code, OpenAI’s Codex, the whole agentic development stack. As someone who evaluates startups for a living, I felt I owed it to founders to…
VC is being rewired by AI
While venture capital remains a relationship-driven business at its core, the industry is rapidly transitioning and adopting AI automation across the various tasks of a VC fund
The AI Agent Wars and What Founders and Investors Need to Know
A founder and investor guide to the AI agent wars. Which platforms are winning, what the major labs are building, and what it means for startups building with agents in 2026.
The Web’s Next Customer Isn’t Human
Will AI Agents will far surpass humans in internet activity by the end of this year?
AI is causing a reckoning moment for SaaS companies
Founders should stop selling "software" and start selling deep vertical expertise.
AI’s Creative Destruction of the Ad Industry
“Half the money I spend on advertising is wasted; the trouble is I don’t know which half.” — John Wanamaker AI is transforming the advertising industry like the introduction of a sophisticated robotic manufacturing line into a traditional artisan workshop.…
AI Startups attacking the $4 Trillion Services Sector
“How did you go bankrupt?” Bill asked.“Two ways,” Mike said. “Gradually, then suddenly” – Ernest Hemingway’s 1926 novel, The Sun Also Rises When ChatGPT was introduced in November 2022, it was mostly treated as a gimmick. Fast forward 3 years and…
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.…