Browsing Category
Application Layer
3 posts
AI is No Longer a Category, It’s the Entire Market
Here is a two-line excerpt for the post:
Global AI funding nearly doubled to $225.8 billion in 2025, capturing a record 48% of all venture investment. From massive infrastructure bets to the rise of agentic AI, we break down how the sector has effectively swallowed the entire venture market.
Are AI Wrappers Investable? The Case For and Against
While we’re seeing record investment levels pour into AI companies, investing in AI is not exactly easy. There…
The Real Promise of Gen AI: It’s in the Apps, Not the Pipes
While many investors are drawn to the infrastructure layer of AI, the true potential for innovation and disruption lies within the application layer, especially on the consumer side.