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.
Category Application Layer
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 are many considerations for choosing to invest in a particular company, from ethical to the attractiveness of the market, the team’s technical…
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.