AI is causing a reckoning moment for SaaS companies
Founders should stop selling "software" and start selling deep vertical expertise.
Category Generative 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…
Shortening the Time to WOW (TtW) in AI products
How to boost user adoption and engagement by shortening the time to WOW
AI makes the old venture playbook obsolete
At the recent All In Summit, Eric Schmidt said that the AI revolution is fundamentally under-hyped. We are now poised for significant productivity gains, potentially reaching 3% or 4% growth annually, a rate unseen in decades. But at the same…
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.…
Everything is amazing right now and no one is happy
There’s this Louis CK bit from 2008 that’s been stuck in my head lately. He’s on Conan, talking about how we live in an incredible time but everyone’s miserable. He talks about being on a plane with WiFi, literally flying…
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…
What it takes to win in GenAI Consumer Tech
Generative AI has gone from an early novelty to an increasingly mature consumer category. The days of quick “ChatGPT wrappers” topping the charts are behind us. To stand out today, consumer-facing founders must combine AI-first thinking with the timeless lessons…
Why 95% of AI Pilots Fail in the Enterprise
The world of AI investing was recently sent into a minor panic, and for good reason. It’s not just the disappointing launch of GPT-5, Mark Zuckerberg’s AI hiring freeze or the talks about an impending AI bubble about to burst.…
Why Creators Are Flocking to Platforms That Pay
Generative AI has given creators superpowers. It turned laptops into movie studios, publishing houses, and music labs overnight. Stunning images, binge-worthy videos, polished newsletters, podcasts, and immersive digital art can now be produced in hours, not months. This wave of…