AI & Software

AI & Software investment trends/notes

Abie Cohen

Cybersecurity in the Time of AI and “Enough Noise”

Enrique Salem baincapitalventures.com

Cybersecurity from BCV

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

What to Watch in 2025

Shravan Narayen shravannarayen.substack.com

Predictions.

AGI Trades

dcgross.com

AGI Trades

The Next Chapter for Vertical Software

Euclid Ventures insights.euclid.vc

Vertical software vs Tech enabled roll up

Five Predictions for AI in 2025

Sabrina Wu aspiringforintelligence.substack.com

Predictions + outcome based pricing models and service as software

The Opportunities Costanoa Ventures Sees In Vertical AI

Gené Teare news.crunchbase.com

Costonoa on Vertical AI

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