AI & Software

AI & Software investment trends/notes

Consumer+ is eating the (enterprise) world.

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

Cowboy Ventures | Where we’re hunting in 1Q 2025

Fund II thesis notes

2024 → 2025: The Year Ahead in AI

Nikunj Kothari writing.nikunjk.com

Predictions

Top 10 AI Trends & Predictions for 2025: A Platform Shift in the Making

Jai Das sapphireventures.com

Predictions

2025 Predictions by @ttunguz

Tomasz Tunguz tomtunguz.com

Predictions

Five Predictions for AI in 2025

Vivek Ramaswami aspiringforintelligence.substack.com

Predictions + outcome based pricing models and service as software

What to Watch in 2025

Shravan Narayen shravannarayen.substack.com

Predictions.

Artificial Intelligence in the Knowledge Economy - Marginal ...

marginalrevolution.com

Open-source versus proprietary AI models: The new frontiers of AI competition | Wing Venture Capital

Chris Zeoli wing.vc

Open source vs. closed source