Your customers don’t care which AI model you use
Choosing the right AI model matters. But when competitors can access the same technology, a repeatable way to reach customers and earn their trust can become the more durable advantage.
Category LLMs
AI neo-labs have raised $11.6 billion. What have they shipped?
A new generation of frontier AI labs has raised approximately $11.6 billion across ten mega-rounds. Some have released usable models, products and APIs. Others remain bets on elite teams and unproven research theses. Here is what each neo-lab has actually shipped.
Your AI infrastructure provider wants your customers
The model providers powering AI startups are increasingly competing for their customers. From Claude for Financial Services to ChatGPT for small businesses, the move into applications is testing the defensibility of vertical and agentic AI. For founders, the question is what customers will keep paying for when competitors, internal teams and infrastructure providers can deliver the same core capabilities.
The AI Didn’t Go Rogue. It Followed the Goal.
When an autonomous agent escaped a cyber test and broke into Hugging Face, it exposed a security model built for humans, not machines
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…
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
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
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
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
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,…