AI & Software

AI & Software investment trends/notes

Abie Cohen

2024 → 2025: The Year Ahead in AI

Nikunj Kothari writing.nikunjk.com

Predictions

Consumer+ is eating the (enterprise) world.

Hugo Amsellem hugo.pm

Consumerization of software theme

The Dawn of the Agentic Commerce Era – Putting Gen AI to Work for Shoppers

Scott Friend baincapitalventures.com

Shopping agents from BCV

Part I: The Future of AI Is Vertical

Caty Rea bvp.com

Vertical Services via AI

Artificial Intelligence in the Knowledge Economy - Marginal ...

marginalrevolution.com

Cybersecurity in the Time of AI and “Enough Noise”

Enrique Salem baincapitalventures.com

Cybersecurity from BCV

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

RIP to RPA: The Rise of Intelligent Automation | Andreessen Horowitz

a16z.com

Intelligent AI automation from a16z

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

Chris Zeoli wing.vc

Open source vs. closed source