Browsing Tag
LLMs
21 posts
AI is No Longer a Category, It’s the Entire Market
Here is a two-line excerpt for the post:
Global AI funding nearly doubled to $225.8 billion in 2025, capturing a record 48% of all venture investment. From massive infrastructure bets to the rise of agentic AI, we break down how the sector has effectively swallowed the entire venture market.
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…
Why Open Source AI From China Is Eating Silicon Valley’s Lunch
Why an estimated 80% of US Startups are now running on cost-effective Chinese open-weight models like DeepSeek, Qwen, and Wan
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…
How AI Agents Are Reshaping eCommerce
AI agents are beginning to transform how we shop, how brands sell, and how the entire stack of…
The future of AI tooling is Interoperable: MCP and Agent2Agent
Can’t stop hearing about AI Agents and MCP? there’s a good reason for it. We’re witnessing a shift…
Weekly Firgun Newsletter – March 14 2025
The original version of this newsletter was published on LinkedIn. Sign up to get the next edition directly…
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…
The Rising AI Stars from China
Until recently, the major advancements in AI were almost exclusively in the US. Every major LLM (think OpenAI,…
The Emerging Israeli AI Landscape in 2024
Readers of VC Cafe will know that I’m a big fan of startup landscapes. A new report by…