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.
Tag AI agents
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’s Creative Destruction of the Ad Industry
“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.…
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,…
AI Agents will change how we build websites and apps
Bots already account for nearly half of global web traffic. With the rise of large language model (LLM) agents, that number could reach 90% or more in the near future. But as the Economist puts it, the rise of the…
Requests for Startups 2025 – Part 4
YC is a barometer for the startup world and this year I’ve been following closely their lists of “Requests for Startups” or RFS. You can find the previous lists from YC and other sources in part 1, part 2 and…
Nano Unicorns in the Making
Until recently, the thought of scaling a company to $100 million in revenue meant building a BIG company with lots of employees. Rows of engineers, endless layers of middle managers, a large sales department and org charts that resembled a…
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,…
The AI Jobs Report: What’s at Risk and Where the Opportunity Lies
You’ve probably heard CEOs talking about how AI is reshaping the workforce—sometimes in ways that sound straight out of a sci-fi script. Goldman Sachs’ CEO recently suggested that AI could take over writing IPO prospectuses. At Meta, executives have hinted…
On SuperAgency and AI Adoption Going Forward
Last night, I had the privilege of listening to Reid Hoffman, one of the most influential figures in technology and entrepreneurship, deliver a fascinating lecture about his upcoming book, SuperAgency (due to launch in January 2025). Held in a beautiful…