AI is Steepening the Power Law in Venture Capital
AI is steepening the power law, concentrating venture returns even further and widening the gap between outlier companies and everyone else.
AI is Redefining How Startups Scale
Advancements in generative Artificial Intelligence (“AI”) and large language models are enabling early-stage companies to scale faster than ever before. Venture investors who can identify and access...
Understanding the Venture Capital Investment Opportunity
Venture capital (VC) has long been a powerful engine for innovation, fueling the growth of transformative companies and shaping entire industries. From prior technology platform shifts - such as the...
Charting the Course: Where Generative AI Could Be a Game-Changer
The rise of generative artificial intelligence (AI) in creating text, images, music, and videos marks a new technological era. Incumbent business leaders are eager to incorporate this technology to...
Is the Generative AI Opportunity Bigger than the Software and IT Markets?
We are entering the next phase where start-ups harnessing generative AI opportunities possess the potential to fundamentally re-invent the $65T services market. This opportunity represents more than...
Venture Capital Valuation "Marks": What’s in Your Wallet?
In order to underwrite new commitments in an uncertain market environment, it is critical to normalize valuation methodologies and deeply analyze underlying portfolio companies.
Are Mega-Cap Technology Stocks Enough to Ride the AI Wave?