Category LLMs

2026 AI Predictions: The Year of the “Agent Employee”

2026 AI Predictions: The Year of the "Agent Employee" - VC cafe

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…

AI makes the old venture playbook obsolete

title "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…

The $100 Trillion Bet: Why World Models, Not LLMs, Define the Next Frontier of AI Investment

world models. the Next Frontier of AI Investment VC Cafe

The conversation in Silicon Valley is shifting. While Large Language Models (LLMs) like ChatGPT have dominated the digital sphere, delivering incredible utility for white-collar tasks, the consensus among AI pioneers is that these models are approaching a ceiling. The true…

How AI Agents Are Reshaping eCommerce

how aI agents are shaping eCommerce VC Cafe

AI agents are beginning to transform how we shop, how brands sell, and how the entire stack of online commerce operates. Whether it is Perplexity shopping or OpenAI’s partnership with Shopify that will let you check out straight from ChatGPT,…

The AI Elephant in the Room

AI elephant in the room

It’s no secret that artificial intelligence has fundamentally reshaped market dynamics, prompting a frenzied pursuit of transformative potential among both company founders and venture capitalists. Yet, the recent surge in valuations for nascent AI ventures often defies conventional financial logic,…

The Future of AI Value: Beyond Foundation Models

beyond foundational models

In October 2024, OpenAI raised $6.6 billion, valuing the company at $157 billion. Fast forward six months, and OpenAI is in talks of raising $40 billion, at a valuation of $340 billion. This week, Anthropic announced a $3.5 billion round,…

The Rising AI Stars from China

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…