AI Agents Are Coming for Workflows
Agents are moving from demos into SMBs and enterprises, but many of the startups building them may be more vulnerable than they look.
Tag AI agents
From Renting Infrastructure to Selling Solutions: Why AI Model Companies Are Moving Up the Stack
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.
Why the “SaaSpocalypse” Is More Hype Than Obituary
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…
VC is being rewired by AI
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
The AI Agent Wars and What Founders and Investors Need to Know
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.
The Web’s Next Customer Isn’t Human
Will AI Agents will far surpass humans in internet activity by the end of this year?
Software is Dead, Long Live Software?
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:…
AI is causing a reckoning moment for SaaS companies
Founders should stop selling "software" and start selling deep vertical expertise.
AI Venture Market 2026: Why AI Is No Longer Just a Category
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.
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…