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.
Global AI funding hit $225.8 billion in 2025. This breakdown explains how AI became the center of venture investing, from infrastructure to agentic software.
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…
“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.…
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,…
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