Deep Dive: The Current State of AI This week, DeepSeek made headlines by climbing to #1 on the App Store, generating widespread media coverage and heated discussions on X. We saw this news shift capital markets overnight, disrupting hundreds of billions of dollars in the process. Senior... See more

Oh Jesus The New AI Video Model: I have tried to minimise the amount of ‘LOOK NEW AI THING’ over the past few months because, well, lots of people hate it and frankly it gets tedious pointing to slow, incremental progress – I WANT SHINY MILESTONES FFS! Which, conveniently, is exactly what Google provided this week with the announcement and partial

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Opportunities:

1. Quants-as-a-service companies


2. Talent identification 


3. Dedicated funds employing this strategy 


4. Artificial Intelligence at the table model

I find Ai16z so fascinating because it’s so much more than just the fund it appears to be on the surface. It’s an attention network and agentic schelling point. It’s a memecoin, an agent launchpad, and social network. And the flywheels that are going to kick off when it starts trading are going to melt faces.

- The generative AI revolution is swiftly giving rise to a myriad of startups, with an increasing need to categorize them by their function in the AI landscape, including foundational model providers, infrastructure enablers, and application developers.

- Generative AI is transforming industries across the globe, not just in Silicon Valley, with... See more