Is Anything Fundable Anymore, Apart From Deeptech?
There is a strange mood in venture right now. I was talking to the managing partner of a billion dollar fund, who told me he has yet to make a deal in 2026. He's not alone.
Category AI
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…
Building a Startup in the Age of AI: What’s Changed, What Hasn’t
There are companies we don’t even know, haven’t been started yet, their names aren’t known, might be extraordinarily big winners in the AI thing. AI is a much bigger landscape, opportunity landscape, than all the previous technologies we have known…
Don’t Sleep on Consumer Tech: AI is Changing Everything
Consumer is back, thanks to AI
AI Frenzy Fuels Biggest US VC Investment Surge Since 2021
The AI boom is back, but venture as we knew it, might be forever changed.
The AI Jobs Report: What’s at Risk and Where the Opportunity Lies
You’ve probably heard CEOs talking about how AI is reshaping the workforce—sometimes in ways that sound straight out of a sci-fi script. Goldman Sachs’ CEO recently suggested that AI could take over writing IPO prospectuses. At Meta, executives have hinted…
The Rising AI Stars from China
Until recently, the major advancements in AI were almost exclusively in the US. Every major LLM (think OpenAI, Gemini, Anthropic, LLaMa) was based there, most access to capital for AI is in the West Coast of the US. It was…
On SuperAgency and AI Adoption Going Forward
Last night, I had the privilege of listening to Reid Hoffman, one of the most influential figures in technology and entrepreneurship, deliver a fascinating lecture about his upcoming book, SuperAgency (due to launch in January 2025). Held in a beautiful…
The Emerging Israeli AI Landscape in 2024
Readers of VC Cafe will know that I’m a big fan of startup landscapes. A new report by F2 Venture Capital, Google Cloud and Deloitte Israel shines a spotlight onto the buzzing emerging AI landscape in Israel so I couldn’t…