AI is making code, content, intelligence and product creation abundant. But every new abundance produces a new scarcity: understanding, trust, reliability, distribution and control. In other words, what AI made abundant, created scarcity in other areas, that's where the next big opportunities lie.
Israeli vertical AI just crossed a real threshold in H1 2026, from copilots that help people work to systems that run entire industry workflows. But the funding tells a more complicated story: $716M went to just 24 companies, half of it swallowed by three mega-rounds, and several "hot" categories are far more crowded than they look. Here's the full market map, by industry, with every funding round verified.
Agents are moving from demos into SMBs and enterprises, but many of the startups building them may be more vulnerable than they look.
Something important is happening in AI, and it is still not talked about enough: the model companies are moving from renting infrastructure to selling solutions.
I’ll be honest: I’ve been deep in the weeds with the new coding tools lately. Claude Code, OpenAI’s Codex, the whole agentic development stack. As someone who evaluates startups for a living, I felt I owed it to founders to…
While venture capital remains a relationship-driven business at its core, the industry is rapidly transitioning and adopting AI automation across the various tasks of a VC fund
A founder and investor guide to the AI agent wars. Which platforms are winning, what the major labs are building, and what it means for startups building with agents in 2026.
Will AI Agents will far surpass humans in internet activity by the end of this year?
If you’ve looked at your stock portfolio this week, you’ve seen the carnage. Last week alone, the market rout wiped out approximately $2 trillion from software, data, and exchange stocks. The narrative driving this sell-off is simple, terrifying, and pervasive:…
Founders should stop selling "software" and start selling deep vertical expertise.
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