AI & Software

AI & Software investment trends/notes

Export Your Brain: How I Uploaded Myself to AI | Andreessen Horowitz

Fascinating use case on downloading your brain to 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”.

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

Fund II thesis notes

AGI Trades

dcgross.com

AGI Trades

The Next Chapter for Vertical Software

Euclid Ventures insights.euclid.vc

Vertical software vs Tech enabled roll up

2025 Predictions by @ttunguz

Tomasz Tunguz tomtunguz.com

Predictions

Cybersecurity in the Time of AI and “Enough Noise”

Enrique Salem baincapitalventures.com

Cybersecurity from BCV

Brand As An Enduring Moat And The Post-MCP World

Akash Bajwa akashbajwa.substack.com

Consumer+ is eating the (enterprise) world.

Hugo Amsellem hugo.pm

Consumerization of software theme

The Opportunities Costanoa Ventures Sees In Vertical AI

Gené Teare news.crunchbase.com

Costonoa on Vertical AI