The Venture Capital AI Investment Thesis Is Already Broken
The AI investment thesis VCs pitched in 2023 has partially inverted. Here's what the investment landscape actually looks like two years later.
The AI investment thesis VCs pitched in 2023 has partially inverted. Here's what the investment landscape actually looks like two years later.
Stripe processes payments for every major AI company. Its own AI tooling is built on a dataset no competitor can replicate. This…
Linear's project management tool isn't winning on features. It's winning on speed — and the gap is bigger than it sounds.
Every AI startup ends up rebuilding the same retrieval infrastructure. This 'RAG convergence' is a significant tax on the entire application layer.
NFT trading volume fell 97% from its peak. The technology underneath the speculation has continued developing quietly. Here's what actually survived.
The AI agent that promises autonomous software engineers just raised $180M. We spent three weeks with the product. The truth is more…
The tech IPO market is reopening after three years. Here's what's coming, which valuations are credible, and which story you should be…