Browsing Category
LLMs
11 posts
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…
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…
The $100 Trillion Bet: Why World Models, Not LLMs, Define the Next Frontier of AI Investment
The conversation in Silicon Valley is shifting. While Large Language Models (LLMs) like ChatGPT have dominated the digital…
How AI Agents Are Reshaping eCommerce
AI agents are beginning to transform how we shop, how brands sell, and how the entire stack of…
The AI Elephant in the Room
It’s no secret that artificial intelligence has fundamentally reshaped market dynamics, prompting a frenzied pursuit of transformative potential…
The Future of AI Value: Beyond Foundation Models
In October 2024, OpenAI raised $6.6 billion, valuing the company at $157 billion. Fast forward six months, and…
The Rising AI Stars from China
Until recently, the major advancements in AI were almost exclusively in the US. Every major LLM (think OpenAI,…
What comes after LLMs for VC Investments
The next wave of AI won’t be driven by LLMs. Here’s what investors should focus on instead
Cutting Through the AI Noise: How Startups Can Stand Out in a Crowded Market
Strategies for Generative AI Startups to Captivate Audiences and Stand Out in a Crowded Landscape