AI & Software
AI & Software investment trends/notes
AI & Software
Consumerization of software theme
Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as a core user operating system or “system of intelligence”.
Aileen Lee • Cowboy Ventures | Where we’re hunting in 1Q 2025
Fund II theme notes
Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as a core user operating system or “system of intelligence”.
Cowboy Ventures | Where we’re hunting in 1Q 2025
Fund II thesis notes
Predictions
Predictions
Predictions
Predictions + outcome based pricing models and service as software